Catherine Kirchner has been an investment adviser representative at Donalies Financial Planning since April 2025, and is not listed among the firm’s executive officers or direct owners.
Donalies Financial Planning, LLC is a firm with $205M under management, 135 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Catherine Kirchner is Junior Advisor of Donalies Financial Planning, based in Washington, DC. She is a financial planner specializing in guiding career professionals from the U.S. Forest Service and other public lands agencies toward retirement. She draws on a background as a former teacher and principal.
- – present · 1 yearColstrip, MT · Adviser representative · Firm CRD 164700
Investment adviser representative registrations
Catherine Kirchner is registered as an investment adviser representative in Montana, since April 2025.
- MontanaSince 8 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Catherine Anne Kirchner
- CRD
- 8071228
- Firm
- Donalies Financial Planning · CRD 164700
- Office
- Colstrip, MT
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- donaliesfp.com
Where does Catherine Kirchner work?
Catherine Kirchner is an investment adviser representative registered through Donalies Financial Planning, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Catherine Kirchner a financial advisor?
Yes. Catherine Kirchner has a current investment-adviser registration in Montana, through Donalies Financial Planning since April 2025.
How many years of experience does Catherine Kirchner have?
Catherine Kirchner has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Catherine Kirchner passed?
Catherine Kirchner passed the Series 65 in March 2024.
Where is Catherine Kirchner based?
Catherine Kirchner’s registered office is in Colstrip, MT.
Is Catherine Kirchner registered with FINRA?
No. Catherine Kirchner has no current broker registration.
How can I verify Catherine Kirchner’s record?
Search CRD 8071228 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Catherine Kirchner’s full registration record.