Katherine Cuccia Hebert
Investment adviser representative at Hassell Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$387.4MFirm assets
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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
10 years in the industry.
- Hassell Wealth ManagementJun 2020 to now
- Hancock/whitney BankJun 2017 to Jun 2020
- Hancock/whitney Investment Services, Inc.Jun 2017 to Jun 2020
- Foresters Financial ServicesJan 2017 to Jun 2017
- Foresters FinancialJul 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Hassell Wealth Management
Legal name: Hassell Wealth Management, L.L.C.
$387.4MAssets managed
414Clients
5Advisers
8 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
- 6111020
- Firm CRD
- 297892