Robin Lynn Kuleck
Investment adviser representative at Origin Investment Advisory LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Origin Investment Advisory LLCJan 2022 to now
- Origin FinancialJan 2022 to now
- Cameron County School DistrictNov 2019 to now
- Kuleck Financial PlanningNov 2013 to now
- Pennsylvania State UniversityApr 2013 to Nov 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Origin Investment Advisory LLC
$34.7MAssets managed
7,591Clients
15Advisers
5 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
- 5996984
- Firm CRD
- 305353