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19550 S Harlem Avenue Suite 3, Frankfort, IL 60423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-25 |
| VA | RA | APPROVED | 2021-02-10 |
| IN | RA | APPROVED | 2021-01-29 |
| IL | RA | APPROVED | 2012-06-15 |
Branch Locations
19550 S Harlem Avenue Suite 3, Frankfort, IL 60423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph J. Mcdonnell, Cpa | Oak Forest | IL | 01/1989 | Present |
| Mcdonnell Wealth Management, Llc | Oak Forest | IL | 06/2012 | Present |
1)TRUSTEES OF SCHOOLS; NOT INV REL; 6109 W. 175TH STREET TINLEY PARK IL 60477;SCHOOL TREASURER SINCE 1995; 50HRS/WEEK; MANAGE ALL FINANCIAL ACTIVITIES OF SCHOOL DISTRICTS WITHIN TOWNSHIP BOUNDARIES: 2) JOSEPH J. MCDONNELL CPA; NOT INV REL; 14837 HARBOR DRIVE OAK FOREST IL 60452; OWNER SINCE 01/1986; 8-10HRS/WK; PROVIDE MONTHLY ACCOUNTING AND TAX PREPARATION SERVICES: 3)BREMEN COMMUNITY HIGH SCHOOL DISTRICT 228 EDUCATIONAL FOUNDATION, INC; MIDLOTHIAN, IL; BUSINESS-PROVIDE GRANTS & SCHOLARSHIPS; TREASURER SINCE 1996; 1 HR/WK; DUTIES-ALL FIANNCIAL ACTIVITIES & PURCHASE OF FUND INVESTMENTS; 4)ILLINOIS SCHOOL DISTRICT LIQUID ASSET FUND PLUS; NAPERVILLE, IL; BUSINESS-PROVIDE LIQUID ASSET FUND TO ILLINOIS SCHOOL DISTRICT; 1 HR/WK; DUTIES-BOARD OF TRUSTEES:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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