Katie Macdonald, financial advisor Mansfield MA

Katie Macdonald

CRD Number: 4836269
Current Firm: Macdonald Wealth Management, LLC

Katie Macdonald (CRD# 4836269) is an Investment Advisor Representative working at Macdonald Wealth Management, LLC in Mansfield, MA and has over 15 years of experience in the finance industry. Katie Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Macdonald Wealth Management, LLC Mansfield, MA Jan 2019 - Current 5
Macdonald Wealth Management, LLC Mansfield, MA Apr 2018 - Current 5
Beck Bode Wealth Management, LLC Dedham, MA May 2016 - Aug 2019 3
Lpl Financial LLC Dedham, MA Jul 2014 - May 2016 1
Private Advisor Group, LLC Morristown, NJ Jul 2014 - May 2016 1
Amerprise Financial Services Inc. Hopkinton, MA Dec 2011 - Jul 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Katie A. Macdonald
Phone Number: 508-500-9960
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $110,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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