Threshold Group, LLC

Threshold Group, LLC (CRD# 129903) is a financial advisory firm headquartered in Seattle, WA. They manage $2,829,806,371 in 1,476 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,830
    MILLION
  • Total Number of Accounts
    1,476
    ACCOUNTS
  • Average Account Value
    $1,917,213
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MA, MD, MI, NH, NJ, NY, OR, PA, TX, WA

Financial Advisors at Threshold Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kate M. Donnelly
CRD#: 4551681
520 Pike Street, Suite 2250, Seattle, WA 98101
96
Wealthminder
score

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.

2
Lauren P. Long
CRD#: 5198710
50 S. 16th Street, Suite 3525, Two Liberty Place, Philadelphia, PA 19102
96
Wealthminder
score

Lauren Long (CRD# 5198710) is an Investment Advisor Representative working at Threshold Group, LLC in Philadelphia, PA and has over 11 years of experience in the finance industry. Lauren Long 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.

3
Kristen P. Bauer
CRD#: 5223280
3025 Harborview Drive, Gig Harbor, WA 98335
93
Wealthminder
score

Kristen Bauer (CRD# 5223280) is an Investment Advisor Representative working at Threshold Group, LLC in Gig Harbor, WA and has over 10 years of experience in the finance industry.

4
Danielle C. Pennington
CRD#: 5612777
50 S. 16th Street, Suite 3525, Philadelphia, PA 19102
93
Wealthminder
score

Danielle Pennington (CRD# 5612777) is an Investment Advisor Representative working at Threshold Group, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

5
James Steele
CRD#: 5667321
520 Pike Street, Suite 2250, Seattle, WA 98101
93
Wealthminder
score

James Steele (CRD# 5667321) is an Investment Advisor Representative working at Threshold Group, LLC in Seattle, WA and has over 8 years of experience in the finance industry.

6
Ryan M. Campbell
CRD#: 5392235
50 S. 16th Street, Suite 3525, Philadelphia, PA 19102
90
Wealthminder
score

Ryan Campbell (CRD# 5392235) is an Investment Advisor Representative working at Threshold Group, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

7
John J. Keolker
CRD#: 4803570
3025 Harborview Drive, Nw, Gig Harbor, WA 98335
90
Wealthminder
score

John Keolker (CRD# 4803570) is an Investment Advisor Representative working at Threshold Group, LLC in Gig Harbor, WA and has 1 year of experience in the finance industry. John Keolker 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.