Kathryn Cullen-Huebschen

Current Employers

Employment History

• 02/2010 → 01/2021
  Cullen Solutions, Llc
  Plymouth, MN
• 01/2021 → Present
  Wipfli Financial Advisors
  Minneapolis, WI
• 04/2022 → Present
  Blackrock Inc
  Minnesota, MN
• 08/2022 → Present
  Blackrock Investments Llc
  Minnesota, MN

Previous Registrations

• 2021-02-15 → 2021-11-18
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Minneapolis, MN
• 2007-01-12 → 2010-02-10
  Charles Schwab & Co., Inc.
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

(1) Certified Financial Planning (CFP) Board Center for Financial Planning; The CFP Board Center for Financial Planning was founded to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. www.cfp.net; Volunteer Workforce Development Advisory Group; The CFP Board's Workforce Development Advisory Group is responsible for driving the Center's efforts to improve the health of the talent pipeline by attracting and developing the next generation of financial planners. The group is composed of experts on talent acquisition and retention leaders from financial services firms heads of CFP Board Registered Programs and outside experts and researchers.; 2 hours/month (there is one in-person meeting in October); Start Date: 02/01/2022. (2) Brighter Children; Brighter Children is breaking the cycle of poverty which disproportionately impacts marginalized communities by investing in educational organizations led by local philanthropic entrepreneurs.; Director (Volunteer); The Board of Directors exists to provide our organization foresight oversight and insight by extending necessary control and adopting sound ethical and legal governance and financial management policies to steer us toward a sustainable future. This board is comprised of visionaries and leaders.; 2-4 hours/month; 07-01-2023

Exams

• S66 Uniform Combined State Law Examination
  2024-06-03
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Designations

Other Names

• Kathryn Cullen
• Katie Cullen
• Kathryn Marie Cullen Huebschen
• Katie Marie Cullen