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 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kate Mcchesney Donnelly MS.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
December 3, 2025 - Present
LNW
Office #1: 801 Second Avenue, Suite 1600, Seattle, WA 98104September 23, 2021 - December 4, 2025
LNW
September 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
Primary Firm SEC Registration
LNW
CRD#: 107341 / SEC#: 801-36445
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/3/2025)
Current Firm
LNW
CRD#: 107341 / SEC#: 801-36445
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,068 |
| AUM (Assets Under Management) | $ 12,230,221,045 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2025 | ||
| 11/20/2024 | ||
| 01/25/2024 | ||
| 02/24/2023 |
Red Flags
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