Keith Martin Donnell

Employer firm

Modern Wealth Concepts LLC CRD 154742

$46.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2010 → Present
  Modern Wealth Concepts Llc (154742)
  Melrose Park, PA
• 07/2016 → Present
  St. Joseph's University
  Philadelphia, PA

Other Businesses

Keith Donnell provides personal financial counseling services to service-members of the PA National Guard as a Department of Defense Contractor. Keith Donnell is also an Adjunct Professor of Finance at Saint Joseph's University in Philadelphia. These actives are unconnected to ModernWealthConcepts LLC. The Executive Services Group; Is the business investment related : No; 413 Johnson Street, Jenkintown, PA 19046; works with companies and executives to provide Executive Leadership and Life Coaching. This includes work / life balance, leadership effectiveness, career satisfaction, financial preparedness, and mind and body wellness coaching.; President - ModernWealthConcepts LLC; The business will be managed by Jenifer Montague, Managing Director.; Start date with business : 2018-03-01; Hours devoted to business during trading hours : 0; Hours devoted to business outside trading hours : 5; Percentage of total yearly compensation expected to be derived from the business : 25;

Exams

• S66 Uniform Combined State Law Examination
  2009-05-04
• S65 Uniform Investment Adviser Law Examination
  1999-05-17
• S63 Uniform Securities Agent State Law Examination
  1987-07-23

Designations

• Certified Financial Planner

Other Names

• Keith Martin Donnell