Matthew Donnelly is a registered investment advisor, based in Minneapolis, MN, with 14 years of industry experience.
Location
323 Washington Ave N, Ste 200, Minneapolis, MN, 55401
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Regulatory History
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 ActivitiesSells Insurance
Matthew is a partner/advisor at an insurance agency since 2019, where he and his team sell insurance, dedicating a few hours per week. He also manages Grey Fox Financial Partners, LLC, dedicating full-time hours to administrative operations.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Transamerica Capital, INC.Broker
State Registrations9 states
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.