Kate Downing
Partner at Lucas Group Financial Advisors
- Role
- Partner and Wealth Advisor at Lucas Group Financial Advisors, Inc
- Location
- Rockford, IL, US
- LinkedIn followers
- 500 followers
About Kate Downing
I help people understand where they are, where they\'d like to go, and how to get there…
Experience
Partner and Wealth Advisor
Lucas Group Financial Advisors, Inc
Jun 2025 — Present · Rockford, IL, US
I am a Certified Financial Planner™, Certified Divorce Financial Analyst®, and a licensed Investment Advisor Representative. I have over 10 years of industry experience and can educate and assist people in the following areas:Divorce Financial PlanningFee-based Financial PlanningRetirement Planning Life Insurance Disability Income and Other InsuranceInvestment Advisory AccountsInvestment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Lucas Group Financial Advisors is independent of Regal Investment Advisors.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
Richmond American University London
Summer Session Study Abroad
2013 — 2013
University of Wisconsin-Whitewater
Bachelor of Business Administration, Finance
2010 — 2014
Skills
- Education Planning Strategies
- Retirement Planning
- Investment Services
- Long-Term Care Planning Strategies
- Insurance Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.