Forrest Kuchling (CRD# 7392344) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Star Advisory Group, LLC | Beachwood, OH | Jan 2023 - Current | 1 |
| Door Dash | Bowling Green, OH | Aug 2021 - Dec 2022 | 1 |
| Bowling Green State University | Bowling Green, OH | Aug 2019 - Dec 2022 | 3 |
| Capps Pizza | Orwell, OH | Dec 2018 - Dec 2022 | 4 |
| Inverness Country Club | Toledo, OH | Aug 2021 - Nov 2022 | 1 |
| Geauga Financial Advisors | Burton, OH | May 2022 - Aug 2022 | < 1 |
| Sandridge Golf Club | Chardon, OH | May 2015 - Aug 2022 | 7 |
| Dan Kaminsky Cpa | Burton, OH | Feb 2021 - Aug 2021 | < 1 |
| Geauga Financial Advisors | Burton, OH | May 2020 - Aug 2020 | < 1 |
| Berkshire High School | Burton, OH | Aug 2015 - May 2019 | 3 |
| Ledgemont Middle School | Thompson, OH | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OH
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts422ACCOUNTS
-
Average Account Value$433,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
FL, OH, TX
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