Karen KuhlmanCRD Number: 3071720
Current Firm: The Huntington Investment Company
Karen Kuhlman (CRD# 3071720) is an Investment Advisor Representative working at The Huntington Investment Company in Toledo, OH and has over 17 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|The Huntington Investment Company||Columbus, OH||Aug 2007 - Current||10|
|National Planning Corp.||New Castle, PA||Mar 2002 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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