Christopher McDonnell has been Managing Member, Principal and Chief Compliance Officer of McDonnell Wealth Management since June 2012, is a control person of the firm and directly owns between 50% and 75% of it. Christopher McDonnell holds an MBA in Finance from American University.
McDonnell Wealth Management, LLC is a Frankfort, IL firm with $167M under management, 159 clients and 2 advisers in one office, as of its February 2026 filing.
Christopher McDonnell is Principal of McDonnell Capital Management, based in Frankfort, Illinois. He has experience creating investment policies and financial models for institutions, associations, businesses and select individuals. McDonnell has authored white papers and articles and has taught as an adjunct faculty member in the Quinlan School of Business at Loyola University.
Christopher McDonnell’s longest registration is the current one, 14 years at McDonnell Wealth Management since 2012. Before joining McDonnell Wealth Management in 2012, Christopher McDonnell was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- McDonnell Capital ManagementCurrent– present · 14 yearsFrankfort, IL · Adviser representative · Firm CRD 164252
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsOak Brook, IL · Adviser representative · Firm CRD 7691
Professional designations
Listed by McDonnell Wealth Management
- CFP®
- AIF®
Investment adviser representative registrations
Christopher McDonnell is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from June 2012; the most recent is Texas, in February 2021.
- IllinoisSince 15 June 2012
- IndianaSince 29 January 2021
- TexasResidentSince 25 February 2021
- VirginiaSince 10 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 November 2009 |
| Series 7 | General Securities Representative Examination | 15 October 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Joseph McDonnell
- CRD
- 5710354
- Firm
- McDonnell Wealth Management · CRD 164252
- Role
- Managing Member, Principal and Chief Compliance Officer
- Office
- 19550 S HARLEM AVENUE, SUITE 3, Frankfort, IL 60423
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcdonnell-capital.com
Where does Christopher McDonnell work?
Christopher McDonnell has been Managing Member, Principal and Chief Compliance Officer of McDonnell Wealth Management, LLC since June 2012, and is a control person of the firm.
Is Christopher McDonnell a financial advisor?
Yes. Christopher McDonnell has a current investment-adviser registration in Illinois, Indiana, Texas and Virginia, through McDonnell Wealth Management since June 2012.
How many years of experience does Christopher McDonnell have?
Christopher McDonnell has 16 years in the financial industry, since November 2009, across 2 adviser firms.
What exams has Christopher McDonnell passed?
Christopher McDonnell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2009.
Where did Christopher McDonnell work before McDonnell Wealth Management?
Before McDonnell Wealth Management, Christopher McDonnell was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2009 to June 2012.
Where is Christopher McDonnell based?
Christopher McDonnell’s registered office is in Frankfort, IL.
Is Christopher McDonnell registered with FINRA?
No. Christopher McDonnell has no current broker registration.
Is Christopher McDonnell a CFP?
McDonnell Wealth Management lists Christopher McDonnell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Christopher J. McDonnell, CFP®, AIF®, EA biography, mcdonnell-capital.com
How can I verify Christopher McDonnell’s record?
Search CRD 5710354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher McDonnell’s full registration record.