Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn McDonnell is a financial advisor registered with LPL Financial LLC. Kathryn has been in the financial industry since December 1994 and holds licenses for Series 6 and 63 exams. Kathryn's expertise covers various financial products and services including investment management, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kathryn is based in Omaha, NE and affiliated with LPL Financial LLC since September 2020.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
09/30/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
12/19/1994 - 10/07/2020
AVANTAX INVESTMENT SERVICES, INC. (OMAHA NE)
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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