Jim Donnelly

Focus Areas

Wealth Management

Retirement Planning

Insurance Planning

About the Financial Advisor

Jim educates his clients on what options are available, implementing a plan, and managing risk through diversification and asset allocation. Coaching, counseling, and reviewing investment decisions on an ongoing basis are all integral parts of his process. 

Jim focuses on serving retirees, individuals, and families in Minneapolis, MN. 

He serves his clients by getting to know them and seeking to understand their goals, dreams, and visions for the future. Jim works with them to devise a financial plan for investing and managing their investments. 

Education and Designations

• University of St. Thomas, Bachelor’s Degree, Business Administration
• Series 7, 63, & 66 licenses 

Personal Life

 Jim is married and is the father of 2 adult children.  He enjoys community theatre during his free time.