Michael J. Donnellan

M3 WEALTH MANAGEMENT

NORTH ROYALTON, OH 44133

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CRD#: 2052675

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Donnellan

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

May 16, 2025 - Present

M3 WEALTH MANAGEMENT

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

RIA

CRD#: 335612

NORTH ROYALTON, OH

Past

November 5, 2015 - May 19, 2025

L.M. KOHN & COMPANY

RIA

CRD#: 27913

NORTH ROYALTON, OH

Past

October 15, 2015 - May 19, 2025

L.M. KOHN & COMPANY

CRD#: 27913

NORTH ROYALTON, OH

Past

January 26, 2015 - November 5, 2015

PRIMESOLUTIONS SECURITIES, INC.

RIA

CRD#: 46017

STRONGSVILLE, OH

Past

January 17, 2001 - November 5, 2015

PRIMESOLUTIONS SECURITIES, INC.

CRD#: 46017

STRONGSVILLE, OH

Past

May 6, 1997 - January 5, 2001

NEXT ADVISORS INC.

CRD#: 14612

GARFIELD HEIGHTS, OH

Past

July 22, 1991 - April 30, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

March 14, 1991 - July 9, 1991

ROBERT TODD FINANCIAL CORP.

CRD#: 7423

NEW YORK, NY

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".

M3 WEALTH MANAGEMENT

M3 WEALTH MANAGEMENT | M3 WEALTH MANAGEMENT, LLC

CRD#: 335612 / SEC#: 801-132477

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/16/2025)

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

State Security Law Exam

IAR

Series 65

Date: 1/29/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 4/13/1993

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 4

Date: 11/17/1992

Registered Options Principal Examination

Current Firm

M3 WEALTH MANAGEMENT

M3 WEALTH MANAGEMENT | M3 WEALTH MANAGEMENT, LLC

CRD#: 335612 / SEC#: 801-132477

RIA

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

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Contact information

Main Address

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

Mailing Address

Phone number

(440) 652-6370

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

M3 WEALTH MANAGEMENT ADV PART 2A 8-2025 (8/19/2025)

M3 WEALTH MANAGEMENT FORM ADV PART 2A 3-2025 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	4,527
AUM (Assets Under Management)	$ 143,193,601

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.

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Michael J. Donnellan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

PRIMESOLUTIONS SECURITIES, INC.

PRIMESOLUTIONS SECURITIES, INC.

NEXT ADVISORS INC.

AMERIPRISE ADVISOR SERVICES, INC.

ROBERT TODD FINANCIAL CORP.

Primary Firm SEC Registration

M3 WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2015

Series 63

Date: 6/21/1990

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/13/1991

Series 24

Date: 3/30/1998

Series 8

Date: 4/13/1993

Series 4

Date: 11/17/1992

Current Firm

M3 WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

M3 WEALTH MANAGEMENT

TRUST BUT VERIFY

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