Catherine Anne Kirchner
Investment adviser representative at Donalies Financial Planning, LLC
11 yearsExperience
1 stateRegistered in
$204.5MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Donalies Financial Planning, LLCJan 2025 to now
- Sole ProprietorNov 2023 to Jan 2025
- Xy Planning NetworkApr 2023 to Nov 2023
- Grass Fed MarketingOct 2022 to Mar 2023
- Sole ProprietorOct 2021 to Sep 2022
- B Bar RanchJul 2020 to Sep 2021
- ST. Mary's Catholic SchoolJul 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
Donalies Financial Planning, LLC
$204.5MAssets managed
135Clients
4Advisers
1 yearIn 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
- 8071228
- Firm CRD
- 164700