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Christine Ann Kujan

Investment adviser representative at Hbks Wealth Advisors
20 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Hbk Sorce Insurance LLCJul 2022 to now
  2. Hbks Wealth AdvisorsJul 2010 to now
  3. Purshe Kaplan Sterling InvestmentsJan 2009 to now
  4. Hbk Sorce Advisory LLCMar 2006 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (PA).

Hbks Wealth Advisors

Legal name: Hbk Sorce Advisory LLC

$7.7BAssets managed
7,824Clients
65Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2503280
Firm CRD
112139
Advisor's SEC record (opens in a new tab)
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