KD
Kenneth E. Donnelly
LEXAURUM ADVISORS
LEE'S SUMMIT, MO
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CRD#: 1630286
KD
Professional summary
Kenneth Edward Donnelly is a registered financial advisor currently at LEXAURUM ADVISORS located in Lee's Summit, Missouri.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kenneth has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) The Donnelly Company, LLC; Not investment related ; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Tax Preparation/Accounting/Owner; 1/1/1995; 80 hours mo./50 hours during trading; Tax prep and consulting services. (2) Best Tax Resolution; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Tax Resolution Services; Owner/Sole Proprietor; 5/1/2020; 20 hours mo./15 hours during trading. (3) Author; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; How Kansas City Businesses Can Stand Up to the IRS; 8/29/2023; zero hours a month; Collecting book royalties. (4) Author; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Retirement Made Simple: A No-Nonsense Guide to Planning for Your Future: A Practical Guide to Financial Planning for Everyone; 2/18/2025; zero hours a month; Collecting book royalties.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Edward Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 16, 2019 - Present
LEXAURUM ADVISORS
RIA
CRD#: 283653
LEE'S SUMMIT, MO
Past
July 29, 2009 - October 1, 2019
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LEES SUMMIT, MO
Past
July 29, 2009 - October 1, 2019
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LEES SUMMIT, MO
Past
August 31, 2006 - January 26, 2009
WADDELL & REED
RIA
CRD#: 866
INDEPENDENCE, MO
Past
April 25, 2006 - January 26, 2009
WADDELL & REED
BD
CRD#: 866
INDEPENDENCE, MO
Past
October 27, 2004 - April 24, 2006
WADDELL & REED
BD
CRD#: 866
INDEPENDENCE, MO
Past
January 1, 2004 - November 12, 2004
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
August 26, 2003 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
August 2, 1991 - December 1, 1999
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
August 8, 1989 - July 24, 1990
PRIME INVESTORS, INC.
BD
CRD#: 24509
Past
June 11, 1987 - August 5, 1989
HANOVER INVESTMENT SECURITIES, INC.
BD
CRD#: 10983
MADISONVILLE, LA
Past
February 25, 1987 - June 17, 1987
PFS INVESTMENTS INC.
BD
CRD#: 10111
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
Registered Investment Advisory firm - (5/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(9/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
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Contact information
Main Address
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Mailing Address
Phone number
(913) 261-9316
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,641 |
| AUM (Assets Under Management) | $ 1,006,435,215 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
