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Katherine Tara Donaldson

Doyenne Wealth Advisors

Chicago, IL

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Current Employers
Doyenne Wealth Advisors

227 W Monroe Street Suite 4650, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-02-09
TX RA APPROVED 2022-02-09
  • IL RA
    APPROVED
    Since 2022-02-09
  • TX RA
    APPROVED
    Since 2022-02-09

Branch Locations

227 W Monroe Street Suite 4650, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brownson, Rehmus & Foxworth, Inc. Chicago IL 12/2000 12/2021
Doyenne Wealth Advisors Chicago IL 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-01
  • S65 Uniform Investment Adviser Law Examination
    2002-08-01
Designations
Other Names
  • Katherine Tara Donaldson
  • Katherine Tara Sonner
  • Katherine Tara Sonner

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
CABRERA CAPITAL PARTNERS · CHICAGO, IL

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