Kathleen C. Cote

RED CLOVER WEALTH MANAGEMENT

FAIRFAX, VA

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CRD#: 2647975

Professional summary

Kathleen Colburn Cote, CFP®, who also goes by Kathleen Colburn Ballesteros Mrs, Ballesteros Kathleen Colburn, Kathleen Mary Colburn, is a registered financial advisor currently at RED CLOVER WEALTH MANAGEMENT, LLC located in Fairfax, Virginia.

Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kathleen has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 24, Series 10 and Series 9 exams.

Biography

Red Clover Financial Planning, LLC is a member of the Reston Chamber and is a Better Business Bureau A+ rated accredited business. 

Kathleen is married to a retired Lt. Colonel in the Army Reserves and they have two boys ages 15 and 18.  She and her husband met while working at Fidelity Investments in 1998.  They spent the first 10 years of their marriage in Massachusetts until her husband went on active duty in North Carolina.  In 2016 they moved to Virginia. 

In her free time Kathleen likes to bike, hike, read, cook, spend time with friends and family and travel.

Question & Answer

What are your service offerings?

Debt Management

Investment Planning

Education Planning

Retirement Planning

Social Security Planning

Comprehensive Financial Planni...

Retirement Income Management

Do you have an area of expertise or specialization?

Federal Employees

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Kathleen Colburn Ballesteros Mrs | Ballesteros Kathleen Colburn | Kathleen Mary Colburn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen Colburn Cote's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 7, 2025 - Present

RED CLOVER WEALTH MANAGEMENT, LLC

RIA

CRD#: 335636

FAIRFAX, VA

Past

March 19, 2024 - July 7, 2025

APFORIA

RIA

CRD#: 327176

Fairfax, VA

Past

March 16, 2012 - March 19, 2024

RED CLOVER FINANCIAL PLANNING, LLC

RIA

CRD#: 160658

FAIRFAX, VA

Past

June 14, 2007 - April 19, 2010

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

SMITHFIELD, RI

Past

August 1, 2000 - March 11, 2004

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/10/2025)

IAR

Massachusetts
(10/2/2025)

IAR

Virginia
(7/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/29/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/6/2007

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 5/30/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/9/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

RED CLOVER WEALTH MANAGEMENT, LLC

CLEAR INSIGHT WEALTH MANAGEMENT, LLC | RED CLOVER WEALTH MANAGEMENT, LLC

CRD#: 335636 / SEC#:

Maryland

Registered Investment Advisory firm - (7/9/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (10/2/2025 Approved)

Virginia

Registered Investment Advisory firm - (7/9/2025 Approved)

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Contact information

Main Address

Fairfax, VA

Mailing Address

7918 Jones Branch Dr 4th Floor #202, Tysons Corner, VA 22102

Phone number

(703) 677-4587

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kathleen C. Cote

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen Colburn Cote's CRS (Customer Relationship Summary).

Certified licenses

Experience

APFORIA

RED CLOVER FINANCIAL PLANNING, LLC

NATIONAL FINANCIAL SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/29/2012

Series 63

Date: 8/14/2000

Series 7

Date: 6/13/2007

Series 24

Date: 7/6/2007

Series 10

Date: 5/30/2003

Series 9

Date: 12/9/2002

Current Firm

RED CLOVER WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

RED CLOVER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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