Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth owns The Donnelly Company, LLC, providing tax preparation and accounting services, taking about half of his time. He also owns Best Tax Resolution and collects book royalties as an author.
Employment History
Current Registrations
Lexaurum Advisors
September 2019 - Present · 6 yrs 6 mos
Previous Registrations
Avantax Advisory Services
July 2009 - October 2019 · 10 yrs 3 mos
Avantax Investment Services, INC.Broker
July 2009 - October 2019 · 10 yrs 3 mos
Waddell & Reed, INC.
August 2006 - January 2009 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
April 2006 - January 2009 · 2 yrs 9 mos
Waddell & Reed, INC.Broker
October 2004 - April 2006 · 1 yr 6 mos
Ing Financial Partners, INC.Broker
January 2004 - November 2004 · 10 mos
Locust Street Securities, INC.Broker
August 2003 - January 2004 · 5 mos
H.D. Vest Investment Securities, INC.Broker
August 1991 - December 1999 · 8 yrs 4 mos
Prime Investors, INC.Broker
August 1989 - July 1990 · 11 mos
Hanover Investment Securities, INC.Broker
June 1987 - August 1989 · 2 yrs 2 mos
First American National Securities, INC.Broker
February 1987 - June 1987 · 4 mos
State Registrations1 state
MO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.