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RIA / WealthAdvisor10 years in industry

MATTHEW JOHN MCDONNELL

Advisor at BLUE DUCK WEALTH

LITTLETON, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 6, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUE DUCK WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Dec 22, 2020
First registration: Jan 6, 2021
Dual registered: no
Other names: Matthew John McDonnell|Matthew McDonnell
IAPD individual key: 7295372

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUE DUCK WEALTH	State registered	Jul 29, 2026	n/a	yes	LITTLETON, CO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 6, 2024	Jan 22, 2025	no	SAN DIEGO, CA\|MAPLE GROVE, MN\|Littleton, CO\|Maple Grove, MN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 15, 2023	Feb 7, 2024	no	LONE TREE, CO	Previous registration
BFC PLANNING, INC.	Bd affiliated wealth	Jan 6, 2021	Nov 10, 2023	no	CEDAR RAPIDS, IA\|Maple Grove, MN\|Littleton, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	BLUE DUCK WEALTH	Jan 22, 2025	Jul 29, 2026	553	Firm change after gap	Ibd to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LPL FINANCIAL LLC	Feb 7, 2024	Jun 6, 2024	120	Firm change	Ibd to ibd
BFC PLANNING, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 10, 2023	Dec 15, 2023	35	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ BLUE DUCK WEALTHRegistered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 6, 2024 to Jan 22, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 15, 2023 to Feb 7, 2024factForm ADV
→ BFC PLANNING, INC.Registered adviserregistration: previous registration
Jan 6, 2021 to Nov 10, 2023factForm ADV

Dated events

Occurred
Jan 22, 2025
Advisor changed firm
Matthew John Mcdonnell left Lpl Financial Llc for Blue Duck Wealth (registered 2026-07-29)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Matthew John Mcdonnell left Fidelity Personal And Workplace Advisors for Lpl Financial Llc (registered 2024-06-06)
Form ADVobserved 4 days ago
Occurred
Nov 10, 2023
Advisor changed firm
Matthew John Mcdonnell left Bfc Planning, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-12-15)
Form ADVobserved 4 days ago