Catherine Anne Kirchner

Current Employers

Donalies Financial Planning, Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-04-08

MT RA
APPROVED

Since 2025-04-08

Branch Locations

Washington, DC • United States

Colstrip, MT • 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

Organization	City	State	From	To
Donalies Financial Planning	Washington	DC	01/2025	Present
Sole Proprietor	Big Timber	MT	11/2023	01/2025
Xy Planning Network	Bozeman	MT	04/2023	11/2023
Grass Fed Marketing	Big Timber	MT	10/2022	03/2023
Sole Proprietor	Big Timber	MT	10/2021	09/2022
B Bar Ranch	Big Timber	MT	07/2020	09/2021
St. Mary'S Catholic School	Livingston	MT	07/2015	06/2020

01/2025 → Present

Donalies Financial Planning

Washington, DC
11/2023 → 01/2025

Sole Proprietor

Big Timber, MT
04/2023 → 11/2023

Xy Planning Network

Bozeman, MT
10/2022 → 03/2023

Grass Fed Marketing

Big Timber, MT
10/2021 → 09/2022

Sole Proprietor

Big Timber, MT
07/2020 → 09/2021

B Bar Ranch

Big Timber, MT
07/2015 → 06/2020

St. Mary'S Catholic School

Livingston, MT

Other Businesses

UNCOMMON BEEF, LLC; NON-INVESTMENT-RELATED; 407 E. 6TH AVE., BIG TIMBER, MT; OWNER; FARM-TO-TABLE GRASS FED BEEF; APPROXIMATELY 10 HOURS PER MONTH, NONE DURING TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-11

S65 Uniform Investment Adviser Law Examination

2024-03-11