Kate DonnellyCRD Number: 4551681
Current Firm: Threshold Group, LLC
Kate Donnelly (CRD# 4551681) is an Investment Advisor Representative working at Threshold Group, LLC in Seattle, WA and has over 15 years of experience in the finance industry. Kate Donnelly 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.
Brighton Jones LLC
|Threshold Group, LLC||Seattle, WA||Aug 2013 - Current||3|
|Laird Norton Tyee||Seattle, WA||Apr 2012 - Aug 2013||1|
|Laird Norton Tyee||Seattle, WA||Dec 2005 - Apr 2012||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management2,830MILLIONS
Total Number of Accounts1,476ACCOUNTS
Average Account Value$1,917,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, LA, MA, MD, MI, NH, NJ, NY, OR, PA, TX, WA
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