Kathleen Houseman
Professional summary
Kathleen Houseman, who also goes by Kathi Birckhead, Kathleen Theresa Birckhead, Kathi Houseman, Kathi Newman, Kathleen Theresa Newman, is a registered financial advisor currently at HOUSEMAN FINANCIAL LLC located in New Freedom, Pennsylvania.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kathleen has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Houseman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2025 - Present
HOUSEMAN FINANCIAL LLC
Office #1: 15 West Main Street Suite 1, New Freedom, PA 17349State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2026)
(10/21/2025)
Current Firm
HOUSEMAN FINANCIAL LLC
CRD#: 337624 / SEC#:
Contact information
Red Flags
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