KC
CFP
KC
CFP

Kathryn Cullen-Huebschen

14 Years of Experience
Princeton, NJ
Broker

Kathryn Cullen-Huebschen is a CFP-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 14 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kathryn volunteers with the CFP Board Center for Financial Planning, dedicating minimal time per week. She also serves as a Director (Volunteer) for Brighter Children, spending minimal time per week.

Employment History
Current Registrations
Blackrock Investment Management, LLC
June 2024 - Present · 1 yr 11 mos
Blackrock Investments, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wipfli Financial Advisors, LLC
February 2021 - November 2021 · 9 mos
Charles Schwab & CO., INC.
January 2007 - February 2010 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2007 - February 2010 · 3 yrs 1 mo
Sincere & CO., LLCBroker
March 2005 - October 2006 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
February 1998 - November 2003 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kathryn Cullen-Huebschen - Financial Advisor | TrueAdvisor