Donald Kuhn, financial advisor Fishers IN
93 score

Donald Kuhn

CRD Number: 1933310
Current Firm: Transamerica Financial Advisors, Inc.

Donald Kuhn (CRD# 1933310) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fishers, IN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Indianapolis, IN Jan 2012 - Current 4
Transamerica Financial Advisors, Inc. Indianapolis, IN Jan 2012 - Current 4
Kuhn Tax Advisors,. Inc. Berne, IN Jan 2009 - Current 7
Monroe Township Trutte Berne, IN Jan 2007 - Current 9
Berne Volunteer Fire Department Berne, IN Feb 2006 - Current 10
Golden Rule Insurance Company Indianapolis, IN Aug 2005 - Current 11
Wfg Indianapolis, IN Jun 2001 - Current 15
World Group Securities, Inc. Indianapolis, IN Apr 2002 - Jan 2012 9
Iai Indianapolis, IN Oct 2008 - Dec 2011 3
Life Market,inc Muncie, IL Feb 2002 - Apr 2011 9
Don Kuhn Tax Service Berne, IN Jan 1985 - Dec 2006 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Donald E. Kuhn
Phone Number: 727-299-1800
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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