Kenneth Edward Donnelly
Investment adviser representative at Lexaurum Advisors
31 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Lexaurum Advisors, LLCSep 2019 to now
- The Donnelly CompanyJan 1995 to now
- Hd Vest Insurance Agency IncOct 2015 to Sep 2019
- H.d.vest Investment ServicesJul 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MO).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1630286
- Firm CRD
- 283653