Anthony M. Donnelly

DIVVI WEALTH MANAGEMENT

KANSAS CITY, MO 64108

Some features on this profile are disabled

CRD#: 4546330

Professional summary

Anthony Markland Donnelly, CFP®, who also goes by Anthony M Donnelly, is a registered financial advisor currently at DIVVI WEALTH MANAGEMENT located in Kansas City, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony M Donnelly

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) "Boonslick Holdings LLC/ Type of business: Rental houses/ Kansas city, MO/ Start date: 5/6/2010/ owner/ Hours per week: 2/ Hours during trading: 1/ manage/own rental house, including repairs and finding renters" 2) Sole Proprietor; yes; North Kansas City, MO; Insurance sales; Insurance Agent; 05/2022; 25; .5' 20%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Markland Donnelly'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

April 25, 2022 - Present

DIVVI WEALTH MANAGEMENT

Office #1: 220 W 18th Street Suite 202, Kansas City, MO 64108

RIA

CRD#: 318241

KANSAS CITY, MO

Past

September 21, 2018 - April 1, 2022

EDWARD JONES

RIA

CRD#: 250

LIBERTY, MO

Past

September 21, 2018 - April 1, 2022

EDWARD JONES

CRD#: 250

LIBERTY, MO

Past

January 27, 2011 - September 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Kansas City, MO

Past

November 26, 2010 - September 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Kansas City, MO

Past

August 6, 2002 - December 1, 2010

EDWARD JONES

CRD#: 250

LIBERTY, MO

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".

DIVVI WEALTH MANAGEMENT

DIVVI WEALTH MANAGEMENT | DIVVI WEALTH MANAGEMENT LLC

CRD#: 318241 / SEC#: 801-134413

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/1/2025 Terminated)

Kansas

Registered Investment Advisory firm - (10/1/2025 Terminated)

Missouri

Registered Investment Advisory firm - (10/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(6/1/2022)

IAR

Missouri
(4/25/2022)

IAR

Texas
(6/6/2022)

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: 1/26/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2002

General Securities Representative Examination

Current Firm

DIVVI WEALTH MANAGEMENT

DIVVI WEALTH MANAGEMENT | DIVVI WEALTH MANAGEMENT LLC

CRD#: 318241 / SEC#: 801-134413

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/1/2025 Terminated)

Kansas

Registered Investment Advisory firm - (10/1/2025 Terminated)

Missouri

Registered Investment Advisory firm - (10/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2025 Termination Requested)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

220 W 18th Street Suite 202, Kansas City, MO 64108

Mailing Address

Phone number

(816) 237-8137

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (8/25/2025)

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 111,248,589

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.

Similar Advisors

Roger Johnson

ACT ADVISORS

IAR

Mt. Pleasant, SC

Tylor Balson

STIFEL, NICOLAUS & COMPANY, INCORPORATED

ST LOUIS, MO

David Smith

FALCON WEALTH PLANNING, INC.

ONTARIO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony M. Donnelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Markland Donnelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

DIVVI WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2011

Series 63

Date: 8/8/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2002

Current Firm

DIVVI WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVVI WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors