Robin L. Kuleck
KULECK FINANCIAL PLANNING
Emporium, PA
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CRD#: 5996984
Professional summary
Robin Lynn Kuleck, CFP®, who also goes by Robin Lynn Quimby, is a registered financial advisor currently at KULECK FINANCIAL PLANNING located in Emporium, Pennsylvania and ORIGIN INVESTMENT ADVISORY LLC located in Emporium, Pennsylvania.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robin has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin Lynn Quimby
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.
KULECK FINANCIAL PLANNING / INVESTMENT RELATED / EMPORIUM PA / REGISTERED INVESTMENT ADVISOR / OWNER / NOV 2013 / 80 HOURS PER MONTH / 100% DURING TRADING HOURS LITTLE RED BARN / NON INVESTMENT RELATED / EMPORIUM PA / FARMING OPERATION / CO-OWNER / 2009 / 80 HOURS PER MONTH / 50% DURING TRADING HOURS FARMSTAY AIRBNB RENTAL / NON INVESTMENT RELATED / EMPORIUM PA / RENTAL PROPERTY / OWNER / JUN 2019 / 40 HOURS PER MONTH / 50% DURING TRADING HOURS CAMRON COUNTY SCHOOL DISTRICT / NON INVESTMENT RELATED / EMPORIUM PA / EDUCATION / SCHOOL NURSE / NOV 2019 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Robin Lynn Kuleck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 14, 2022 - Present
KULECK FINANCIAL PLANNING
RIA
CRD#: 169907
Emporium, PA
Current
January 19, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
EMPORIUM, PA
Past
December 22, 2011 - December 31, 2013
CGN ADVISORS, LLC
RIA
CRD#: 159359
EMPORIUM, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/14/2022)
Exams
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
Red Flags
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