Joseph McDonnell has been Managing Member and Principal of McDonnell Wealth Management since June 2012, is a control person of the firm and directly owns between 50% and 75% of it. Joseph McDonnell holds an MBA in Finance from DePaul 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.
Joseph J. McDonnell is Principal of McDonnell Capital Management, based in Frankfort, Illinois. He has studied and practiced for over 35 years in investment and tax advisory for institutions and select individuals. He advises clients including school districts, municipalities, business owners, corporations, non-profits, associations, estates and trusts, and leads conversations among boards and finance committees on liquidity management, cash flow analysis, investments and debt issuance and servicing.
Joseph McDonnell’s longest registration is the current one, 14 years at McDonnell Wealth Management since 2012. Before joining McDonnell Wealth Management in 2012, Joseph McDonnell was registered through Genworth Financial Advisers Corporation.
- McDonnell Capital ManagementCurrent– present · 14 yearsFrankfort, IL · Adviser representative · Firm CRD 164252
- Genworth Financial Advisers Corporation– · 8 yearsOak Forest, IL · Adviser representative · Firm CRD 105644
Professional designations
Listed by McDonnell Wealth Management
- CPA
- CFP®
- PFS®
Investment adviser representative registrations
Joseph 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 65 | Uniform Investment Adviser Law Examination | 16 April 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 March 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph John McDonnell
- CRD
- 4762380
- Firm
- McDonnell Wealth Management · CRD 164252
- Role
- Managing Member and Principal
- Office
- 19550 S HARLEM AVENUE, SUITE 3, Frankfort, IL 60423
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcdonnell-capital.com
Where does Joseph McDonnell work?
Joseph McDonnell has been Managing Member and Principal of McDonnell Wealth Management, LLC since June 2012, and is a control person of the firm.
Is Joseph McDonnell a financial advisor?
Yes. Joseph 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 Joseph McDonnell have?
Joseph McDonnell has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has Joseph McDonnell passed?
Joseph McDonnell has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2004.
Where did Joseph McDonnell work before McDonnell Wealth Management?
Before McDonnell Wealth Management, Joseph McDonnell was registered through Genworth Financial Advisers Corporation, May 2004 to June 2012.
Where is Joseph McDonnell based?
Joseph McDonnell’s registered office is in Frankfort, IL.
Is Joseph McDonnell registered with FINRA?
No. Joseph McDonnell has no current broker registration.
Is Joseph McDonnell a CFP?
McDonnell Wealth Management lists Joseph McDonnell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Joseph J. McDonnell, CPA, CFP®, PFS® biography, mcdonnell-capital.com
How can I verify Joseph McDonnell’s record?
Search CRD 4762380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph McDonnell’s full registration record.