Rory Kuhn (CRD# 1648296) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 31 years of experience in the finance industry. Rory Kuhn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3072406
Truist Advisory Services, Inc.
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4782048
Kooman & Associates
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services,inc. | Johnstown, PA | Jan 2022 - Current | 2 |
Avantax Advisory Services | Johnstown, PA | Jan 2022 - Current | 2 |
Perspective Wealth Planning | Johnstown, PA | Jun 2021 - Current | 2 |
Cetera Advisor Networks | El Segundo, CA | Jun 2021 - Jan 2022 | < 1 |
R. John Kuhn Financial Planning (self Employed) | Allison Park, PA | Feb 2020 - May 2021 | 1 |
Mutual Of Omaha Insurance Company | Pittsburgh, PA | Oct 2018 - Feb 2020 | 1 |
Mutual Of Omaha Investor Services | Pittsburgh, PA | Oct 2018 - Feb 2020 | 1 |
R. John Kuhn Financial Planning (self Employed) | Allison Park, PA | Oct 2017 - Oct 2018 | 1 |
Lpl Financial, LLC | Allison Park, PA | Nov 2014 - Oct 2017 | 2 |
Fifth Third Securities | Pittsburgh, PA | Sep 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1992 |
- PA
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Total Assets Under Management30,968MILLIONS
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Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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