Anthony Donnelly has been Co-Owner of Divvi Wealth Management since March 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm. Anthony Donnelly holds a Degree in Finance with a minor in Economics from Truman State University.
Divvi Wealth Management LLC is a Kansas City, MO firm with $127M under management, 197 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Anthony Donnelly is Partner, Wealth Advisor of Divvi Wealth Management (DWM). He joined DWM in 2022 and works with individuals, families and businesses to plan and manage investment portfolios, with focus areas including retirement income planning, tax planning, retirement planning, college savings planning and insurance. Before Divvi, he spent more than 20 years as a financial advisor at Ameriprise Financial and Edward Jones.
Anthony Donnelly’s longest registration was 7 years at Ameriprise Financial Services, Inc. (2011–2018). Before joining Divvi Wealth Management in 2022, Anthony Donnelly was registered through Edward Jones and Ameriprise Financial Services, Inc.
- Divvi Wealth ManagementCurrent– present · 4 yearsKansas City, MO · Adviser representative · Firm CRD 318241
- Edward Jones– · 3 yearsLiberty, MO · Adviser representative · Firm CRD 250
- Ameriprise Financial Services, Inc.– · 7 yearsKansas City, MO · Adviser representative · Firm CRD 6363
Professional designations
Listed by Divvi Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Anthony Donnelly is registered as an investment adviser representative in 3 states. The first approvals date from April 2022; the most recent is Texas, in June 2022.
- KansasSince 1 June 2022
- MissouriSince 25 April 2022
- TexasSince 6 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 January 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 August 2002 |
| Series 7 | General Securities Representative Examination | 5 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Markland Donnelly
- CRD
- 4546330
- Firm
- Divvi Wealth Management · CRD 318241
- Role
- Co-Owner
- Office
- 220 W 18TH STREET, SUITE 202, Kansas City, MO 64108
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- divviwealth.com
Where does Anthony Donnelly work?
Anthony Donnelly has been Co-Owner of Divvi Wealth Management LLC since March 2026.
Is Anthony Donnelly a financial advisor?
Yes. Anthony Donnelly has a current investment-adviser registration in Kansas, Missouri and Texas, through Divvi Wealth Management since April 2022.
How many years of experience does Anthony Donnelly have?
Anthony Donnelly has 24 years in the financial industry, since August 2002, across 3 adviser firms.
What exams has Anthony Donnelly passed?
Anthony Donnelly has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2002. FINRA credited Anthony Donnelly with the SIE, which began in October 2018.
Where did Anthony Donnelly work before Divvi Wealth Management?
Before Divvi Wealth Management, Anthony Donnelly was registered through Edward Jones, September 2018 to April 2022; Ameriprise Financial Services, Inc., January 2011 to September 2018.
Where is Anthony Donnelly based?
Anthony Donnelly’s registered office is in Kansas City, MO.
Is Anthony Donnelly registered with FINRA?
No. Anthony Donnelly has no current broker registration.
Is Anthony Donnelly a CFP?
Divvi Wealth Management lists Anthony Donnelly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Anthony Donnelly’s record?
Search CRD 4546330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Donnelly’s full registration record.