Kenneth Edward Donnelly

Employer firm

Lexaurum Advisors CRD 283653

$1.27B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/1995 → Present
  The Donnelly Company
  Lees Summit, MO
• 07/2009 → 09/2019
  H.D.VEst Investment Services
  Lees Summit, MO
• 10/2015 → 09/2019
  Hd Vest Insurance Agency Inc
  Lees Summit, MO
• 09/2019 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2009-07-29 → 2019-10-01
  Avantax Advisory Services
  Dallas, TX
  Lees Summit, MO
  Lees Summit, MO
• 2006-08-31 → 2009-01-26
  Waddell & Reed
  Independence, MO
  Lees Summit, MO

Other Businesses

(1) The Donnelly Company, LLC; Not investment related ; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Tax Preparation/Accounting/Owner; 1/1/1995; 80 hours mo./50 hours during trading; Tax prep and consulting services. (2) Best Tax Resolution; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Tax Resolution Services; Owner/Sole Proprietor; 5/1/2020; 20 hours mo./15 hours during trading. (3) Author; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; How Kansas City Businesses Can Stand Up to the IRS; 8/29/2023; zero hours a month; Collecting book royalties. (4) Author; Not investment related; 4207 SE Victory Circle, Lee's Summit, MO, 64082; Retirement Made Simple: A No-Nonsense Guide to Planning for Your Future: A Practical Guide to Financial Planning for Everyone; 2/18/2025; zero hours a month; Collecting book royalties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-30
• S63 Uniform Securities Agent State Law Examination
  2003-09-30