Kathryn Jane Hunteman

ChFC

31 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth

Isc Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,989 clients

Average Client Portfolio

$774K average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kathryn provides financial services training for State Farm through Focus Tracks, including training on life/health insurance, bank products, and mutual funds. This activity requires a few hours per week, with minimal time during trading hours.