Kathryn Mulhausen, financial advisor Kennewick WA
96 score

Kathryn Mulhausen

CRD Number: 5977557
Current Firm: Financial Advocates Investment Management

Kathryn Mulhausen (CRD# 5977557) is an Investment Advisor Representative working at Financial Advocates Investment Management in Kennewick, WA and has over 6 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.

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Professional Designations
Company Name Location Dates Years
Financial Advocates Investment Management Kennewick, WA Nov 2016 - Current 1
Lpl Financial LLC Kennewick, WA Oct 2016 - Current 1
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
Tri-city Dust Devils Pasco, WA May 2013 - Sep 2013 < 1
Tri City Dust Devils Pasco, WA May 2012 - Aug 2012 < 1
Anneliese Johnson Kennewick, WA Oct 2011 - Jan 2012 < 1
Tri-city Dust Devils Pasco, WA Jun 2006 - Sep 2011 5
Student Kennewick, WA Aug 2001 - May 2011 9
Tri-city Americans Kennewick, WA Nov 2005 - Mar 2011 5
Stoneridge Event Center Pasco, WA Apr 2008 - Oct 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Kathryn A. Mulhausen
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,779
    MILLIONS
  • Total Number of Accounts
    16,010
    ACCOUNTS
  • Average Account Value
    $173,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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