Kristine M Donnelly
Investment adviser representative at Northern Trust Securities, Inc
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Northern Trust Securities, Inc.Nov 2025 to now
- The Northern Trust CompanyNov 2025 to now
- L&g - Asset Management America, Inc.Aug 2021 to Nov 2025
- Tjm Investments LLCMay 2013 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Northern Trust Securities, Inc
Legal name: Northern Trust Securities, Inc.
$1.7BAssets managed
2,053Clients
100Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5008671
- Firm CRD
- 7927