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Mark James Donnelly

THE Estate Planning Team, Inc.

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About Mark James Donnelly

Mark Donnelly is a registered Investment Advisor Representative with The Estate Planning Team, Inc. in Middleburg Heights, Ohio. Mark has been in the industry since 1997. Mark Donnelly is also a licensed Independent Insurance Agent, specializing in life, health, and long-term care insurance. Mark has experience working with a number of firms including LPL Financial LLC, Multi-Financial Securities Corporation, Vestax Securities Corporation, Sunset Financial Services, Inc., and Capital Analysts, Incorporated. The Estate Planning Team, Inc. offers financial planning, solicitor fees, and hourly charges to clients.

Firm Information

Mark Donnelly is currently registered with THE Estate Planning Team, Inc.. THE Estate Planning Team, Inc. is a financial advisor that provides financial planning services. They also act as solicitors for other advisors. They have 2 licensed agents and 1 investment advisor representative.

Not reported

Assets Under Management

50

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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solicitor for other advisers

Solicitor for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Solicitor fees

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Mark Donnelly’s Registration & Firm History

OH

06/16/2014 - Present

THE Estate Planning Team, Inc. (MIDDLEBURG HEIGHTS OH)

OH

12/14/2005 - 06/16/2014

LPL FINANCIAL LLC (WESTLAKE OH)

CO

01/01/2004 - 12/02/2005

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

OH

08/10/2001 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

MO

02/02/1998 - 01/27/2000

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

OH

10/14/1997 - 01/22/1998

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

BC

Issued 10/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark James Donnelly.
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