Matthew J. Mcdonnell

BLUE DUCK WEALTH

LITTLETON, CO

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CRD#: 7295372

Professional summary

Matthew John Mcdonnell, CIMA®, who also goes by Matthew John Mcdonnell, Matthew Mcdonnell, is a registered financial advisor currently at BLUE DUCK WEALTH located in Littleton, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 6 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Matthew John Mcdonnell | Matthew Mcdonnell

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.

Salaried as the President of the McDonnell Family Foundation, a private foundation headquartered at 8509 Hotchkiss Loop, Littleton, CO 80125. This business is NOT investment-related, but rather is a charitable giving foundation. This Foundation is not related to other advisory business conducted by Matthew. Approximately 20 hours per month are devoted to this role, none of which occur during trading hours. The President is charged with conducting due diligence on potential charity partners, conducting meetings of the Board of Directors, and distributing grants to charities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Mcdonnell'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 29, 2026 - Present

BLUE DUCK WEALTH

RIA

CRD#: 342906

LITTLETON, CO

Past

June 6, 2024 - January 22, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

MAPLE GROVE, MN

Past

June 6, 2024 - January 22, 2025

LPL FINANCIAL LLC

CRD#: 6413

MAPLE GROVE, MN

Past

December 15, 2023 - February 7, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

LONE TREE, CO

Past

November 27, 2023 - February 5, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

LONE TREE, CO

Past

January 6, 2021 - November 10, 2023

BFC PLANNING, INC.

RIA

CRD#: 119682

Maple Grove, MN

Past

December 4, 2020 - November 10, 2023

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

MAPLE GROVE, MN

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

Colorado
(7/29/2026)

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

State Security Law Exam

IAR

Series 65

Date: 5/18/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/22/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/4/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/8/2020

Securities Industry Essentials Examination

Current Firm

BLUE DUCK WEALTH

BLUE DUCK WEALTH | BLUE DUCK WEALTH LLC

CRD#: 342906 / SEC#:

Colorado

Registered Investment Advisory firm - (7/29/2026 Approved)

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Contact information

Main Address

Littleton, CO

Mailing Address

Phone number

(303) 916-7275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Matthew J. Mcdonnell

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Mcdonnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE DUCK WEALTH

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2026

Series 66

Date: 12/22/2020

Series 7TO

Date: 12/4/2020

SIE

Date: 10/8/2020

Current Firm

BLUE DUCK WEALTH

Contact information

Documents

Red Flags

Company Information

BLUE DUCK WEALTH

TRUST BUT VERIFY

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