Kathryn Mulhausen (CRD# 5977557) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 11 years of experience in the finance industry. Kathryn Mulhausen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Strategies, Inc. | Kennewick, WA | Oct 2018 - Current | 5 |
| Lpl Financial LLC | Kennewick, WA | Oct 2016 - Current | 7 |
| Financial Advocates Investment Management | Kennewick, WA | Nov 2016 - Dec 2018 | 2 |
| Tri-city Dust Devils | Pasco, WA | Jun 2014 - Feb 2018 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Kennewick, WA | Apr 2012 - Oct 2016 | 4 |
| Anneliese Johnson | Kennewick, WA | Jan 2012 - Oct 2016 | 4 |
| Waddell & Reed, Inc. | Kennewick, WA | Jan 2012 - Oct 2016 | 4 |
| Tri-city Americans | Kennewick, WA | Sep 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- MT
- TX
- WA
-
Total Assets Under Management1,007MILLIONS
-
Total Number of Accounts1,090ACCOUNTS
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Average Account Value$924,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, HI, ID, MT, OR, TX, UT, WA
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