Anthony Markland Donnelly

Employer firm

Divvi Wealth Management CRD 318241

$127M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 09/2018
  Ameriprise Financial Services, Inc.
  Kansas City, MO
• 09/2018 → 04/2022
  Edward Jones
  St. Louis, MO
• 01/2011 → 09/2018
  Ameriprise Financial Services, Inc.
  Kansas City, MO
• 04/2022 → Present
  Divvi Wealth Management Llc
  North Kansas City, MO
• 05/2010 → Present
  Boonslick Holdings Llc
  Kansas City, MO
• 05/2022 → Present
  Sole Proprietor
  North Kansas City, MO

Previous Registrations

• 2018-09-21 → 2022-04-01
  Edward Jones
  Liberty, MO
• 2011-01-27 → 2018-09-20
  Ameriprise Financial Services, Llc
  Riverside, MO

Other Businesses

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%

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-26
• S63 Uniform Securities Agent State Law Examination
  2002-08-08

Designations

• Certified Financial Planner

Other Names

• Anthony M Donnelly
• Anthony Markland Donnelly