Kate M. Donnelly
Professional summary
Kate Mcchesney Donnelly MS., CFP®, who also goes by Kate Mcchesney Brown Mrs., Kate Mcchesney Brown Ms., is a registered financial advisor currently at LNW located in Seattle, Washington.
Kate is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kate has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 23, 2021 - Present
LNW
Office #1: 801 Second Avenue, Suite 1600, Seattle, WA 98104-1564September 23, 2014 - December 31, 2017
THRESHOLD GROUP, LLC
January 9, 2009 - August 16, 2013
LNW
May 15, 2002 - April 11, 2003
R & R RETIREMENT SERVICES, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2021)
Current Firm
LNW
CRD#: 113400 / SEC#: 801-60345
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 2,463 |
| AUM (Assets Under Management) | $ 4,526,284,775 |
Red Flags
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