Kathleen Marie Donnelly
Investment Adviser Representative at Trilogy Capital, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathleen Marie Donnelly is an investment adviser representative with Trilogy Capital, Inc. in Irvine, CA, where they have been registered since 2017, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trilogy FinancialJan 2017 – no end date reportedCorona, CA
- Solar CityJun 2015 – Jan 2017San Diego, CA
- Trilogy Capital IncJan 2017 – no end date reportedHuntington Beach, CA
- National Planning CorporationJan 2017 – Dec 2017Irvine, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trilogy Capital, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth & Asset Management, Life Insurance, 401(k) & Retirement Planning, Saving for College, Social Security, Investment Strategies, Long-Term Care, Estate Planning Strategies, Retirement Transitions, Budgeting, Financial Coaching, and Personalized Financial Life Planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 73
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Irvine, CA
- SEC file number:
- 801-106922
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Trilogy Capital, Inc.
Showing 12 of 73 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kathleen Marie Donnelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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