Kathryn Mulhausen, financial advisor Kennewick WA
93 score

Kathryn Mulhausen

CRD Number: 5977557
Current Firm: Waddell & Reed

Kathryn Mulhausen (CRD# 5977557) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 5 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
Tri-city Duct Devils Pasco, WA Jun 2014 - Current 3
Tri-city Americans Kennewick, WA Sep 2013 - Current 4
Various Insurance Carriers For W&r Insurance Agencies Kennewick, WA Apr 2012 - Current 5
Anneliese Johnson Kennewick, WA Jan 2012 - Current 5
Waddell & Reed, Inc. Kennewick, WA Jan 2012 - Current 5
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: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • DC
  • FL
  • NM
  • SC
  • TX
  • UT
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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