KH
ChFC

Kathryn Jane Hunteman

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

ISCA generally charges a fee based on a percentage of assets under management, with a maximum of 1.30% annually, but all fees are subject to negotiation. Retirement plan accounts are subject to a minimum $5000 annual account fee. Accounts under the Empower platform have the option to use an ISCA-managed model and will be charged an additional 5 basis points. ISCA's fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningDivorce PlanningEducation PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Other Business ActivitiesSells Insurance

Kathryn provides financial services training for State Farm through Focus Tracks, including training on life/health insurance, bank products, and mutual funds. This activity requires a few hours per week, with minimal time during trading hours.

Employment History
Current Registrations
Isc Advisors, INC.
January 2017 - Present · 9 yrs
Institutional Securities Corporation
January 2017 - Present · 9 yrs
Institutional Securities CorporationBroker
January 2017 - Present · 9 yrs
Previous Registrations
State Farm Vp Management CORP.Broker
August 2008 - December 2016 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2004 - July 2008 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2004 - July 2008 · 4 yrs 2 mos
Oppenheimer & CO. INC. Broker
January 2003 - May 2004 · 1 yr 4 mos
Cibc World Markets CORP.Broker
March 2001 - January 2003 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
February 1996 - March 2001 · 5 yrs 1 mo
Rauscher Pierce Refsnes, INC.Broker
September 1994 - January 1996 · 1 yr 4 mos
Southwest Securities, INC. Broker
January 1994 - September 1994 · 8 mos
State Registrations8 states
ARCACOFLINNMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kathryn Jane Hunteman - Financial Advisor | AdvisorDiscover