Kathleen Houseman

Employer firm

Houseman Financial LLC CRD 337624

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1995 → 07/2023
  Mccormick & Company. Inc.
  Hunt Valley, MD
• 02/2022 → Present
  William T Houseman Cpa
  New Freedom, PA
• 06/2025 → Present
  Houseman Financial Llc
  New Freedom, PA

Other Businesses

William T Houseman CPA Not investment related 15 West Main St, Suite 1 New Freedom, PA 17349 Tax Preparation and Accounting Services Position - Financial Consultant and Tax Professional Relationship is Employee Start date 02/2022 Average hours per month - 60 # of hours you devote to other business during securities trading hours: 7 hrs/day Duties: Practice of Accounting, Tax, and Financial advisory services

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-06

Other Names

• Kathleen Theresa Newman
• Kathi Newman
• Kathleen Theresa Birckhead
• Kathi Birckhead
• Kathi Houseman