Rory Kuhn, financial advisor Johnstown PA

Rory Kuhn

CRD Number: 1648296
Current Firm: Avantax Advisory Services

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.

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Professional Designations
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
Contact Info for Rory J. Kuhn
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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