Mary Kelly Mulcahy
Investment adviser representative at Trueblood Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$474.1MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trueblood Wealth Management, LLCApr 2026 to now
- University of FindlayAug 2021 to Apr 2026
- Shawnee Country ClubMay 2021 to Sep 2025
- High School and Middle SchoolApr 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Trueblood Wealth Management, LLC
$474.1MAssets managed
346Clients
5Advisers
4 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
- 8263688
- Firm CRD
- 321659