Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

MD

Michael James Donnellan

M3 WEALTH MANAGEMENT

NORTH ROYALTON, OH

·CRD# 2052675·36 years experience

Professional Summary

Michael James Donnellan, who also goes by Mike Donnellan, is a registered financial advisor currently at M3 WEALTH MANAGEMENT located in North Royalton, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24, Series 8 and Series 4 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Donnellan

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Years of Experience

36 years in the financial services industry

Current & Past Employments

M3 WEALTH MANAGEMENT·CRD# 335612

RIA

17601 W. 130th Street Suite 1, North Royalton, OH 44133

May 16, 2025 - Present

L.M. KOHN & COMPANY·CRD# 27913

RIA

North Royalton, OH

November 5, 2015 - May 19, 2025

L.M. KOHN & COMPANY·CRD# 27913

BD

North Royalton, OH

October 15, 2015 - May 19, 2025

PRIMESOLUTIONS SECURITIES, INC.·CRD# 46017

RIA

Strongsville, OH

January 26, 2015 - November 5, 2015

PRIMESOLUTIONS SECURITIES, INC.·CRD# 46017

BD

Strongsville, OH

January 17, 2001 - November 5, 2015

NEXT ADVISORS INC.·CRD# 14612

BD

Garfield Heights, OH

May 6, 1997 - January 5, 2001

AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979

BD

Detroit, MI

July 22, 1991 - April 30, 1997

ROBERT TODD FINANCIAL CORP.·CRD# 7423

BD

New York, NY

March 14, 1991 - July 9, 1991

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Current Firm

MW

M3 WEALTH MANAGEMENT

M3 WEALTH MANAGEMENT | M3 WEALTH MANAGEMENT, LLC

CRD#: 335612 / SEC#: 801-132477

RIA

Registered Investment Advisory firm - SEC (4/21/2025 Approved)

Contact Information

Main Address

17601 W. 130th Street Suite 1, North Royalton, OH 44133

Phone Number

(440) 652-6370

# of Employees

3

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

M3 WEALTH MANAGEMENT ADV PART 2A (2/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

858

AUM (Assets Under Management)

$160,236,028

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

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.

King Financial, Inc. is the name of my investment related branch office of the LM Kohn company. ... President King Financial, Inc. 18920 Laurell Circle Strongsville, Ohio 44136 ... Started November 1998 ... 200 hours per month, which all is during securities trading hours ... Duties include research, compliance, securities and investment executions and investment advisor representative.

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

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".

MW

M3 WEALTH MANAGEMENT

M3 WEALTH MANAGEMENT | M3 WEALTH MANAGEMENT, LLC

CRD#: 335612 / SEC#: 801-132477

RIA

Registered Investment Advisory firm - SEC (4/21/2025 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.

IAR

Ohio
(5/16/2025)

IAR

Texas
(1/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1990About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1991About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 1998About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Apr 1993

Series 4 — Registered Options Principal Examination

Passed Nov 1992About the Series 4 exam

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Donnellan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

MD

Follow Michael

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required