Matthew
Donnelly
Mutual Advisors, LLC
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About this Advisor
Matthew Donnelly is a financial advisor based in Minneapolis, Minnesota, working with Mutual Advisors, LLC. Matthew has previously held positions at Principal Life Insurance Company, Principal Securities, Inc, Grey Fox Financial Partners, Mutual Advisors, LLC, and Mutual Securities, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Matthew is part of Mutual Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Donnelly Work History
Mutual Advisors, LLC
Mutual Securities, Inc
Grey Fox Financial Partners
Prinicpal Life Insurance Company
Principal Securities, Inc
Disclosures
Please visit the SEC profile of Matthew Donnelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
Kingwood, TX
Minneapolis, MN
Vancouver, WA
Chesterfield, MO
Allendale, MI
Chesterfield, MO
Colorado Springs, CO
Evanston, IL
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