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MH

Mary K. Hackleman

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CRD#: 2327781
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Kathleen Hackleman, who also goes by Kathleen S Hackleman, Kathleen Stogsdill Hackleman, Marykathleen S Hackleman, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1993. Mary had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kathleen S Hackleman | Kathleen Stogsdill Hackleman | Marykathleen S Hackleman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 11, 2006 - August 1, 2017

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
INDIANAPOLIS, IN
Past

September 30, 1997 - June 29, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 14, 1995 - July 14, 1997

HARBAY, KESSEF & CO.

BD
CRD#: 35308
COLUMBUS, OH
Past

April 23, 1993 - January 17, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RB
RONALD BLUE & CO., LLC
BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD

CRD#: 104605 / SEC#: 801-18423

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Contact information


Main Address
300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 23,2017 (3/23/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RONALD BLUE & CO., LLC

CRD#: 104605

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