Kari Hulse

     

     

    JK175346
     

     

    Service and Operations Specialist

    Retirement Plans

    • FINRA Series 6 and 63 Securities Registered

    Kari Hulse is a Service and Operations Specialist in BFG’s Corporate Retirement Services department. She services corporate retirement plans and assists in designing and implementing new plans. In her client-facing role, Kari attends all fiduciary meetings, documents decisions made by the fiduciary committee, and oversees the assignment and completion of any activities identified during the meeting. She supports company plan administrators by ensuring they are aware of their compliance responsibilities and associated deadlines. She also fields calls from employees who are participating in retirement plans, routes their requests as needed, and follows up to assure the completion of any requests. Kari serves on BFG's Recognition committee, which honors and celebrates BFG associates' professional achievements.

    Kari previously worked in BFG’s Individual Financial Consulting department where she monitored and initiated transactions and trades for the investment accounts, as well as supported multiple financial consultants to manage relationships to help clients reach their financial goals. She started working at BFG in 2013.

    Kari received a Bachelor of Business Administration in Finance in 2009 at Texas State University in San Marcos. In 2014, Kari acquired her FINRA Series 6 and 63 securities registrations.

    When she is not at the office, Kari enjoys playing softball, leading the usher ministry at Harvest Bible Chapel San Antonio, and playing with her son.

     

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