Brian Kuhn
CRD Number: 4474832Current Firm: Wealth Enhancement Advisory Services, LLC
Compensation Model: Both
Brian Patrick Kuhn CFP®, CLU®, CLTC
Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002. He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions. Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.
He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”. In 2015 he released “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions” both of which are available on Amazon.com & Kindle. He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost, & Fedsmith.com, among others. He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, on various business radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore.
He is the host of the bi-weekly TV show “Your Future Your Finances” which airs on channel 16 MMC in Montgomery County MD and on YouTube. Brian currently serves as a board member for the Maryland Financial Planning Association & participates on their PR committee. He is also a member of the Howard County Estate Planning Council, and MDDC Press Association. Through involvement in a variety of organizations he regularly speaks in the Maryland area on personal finance.
He is a Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • [email protected]
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC
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Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Enhancement Group | Plymouth, MN | Jul 2019 - Current | 4 |
Wealth Enhancement Advisory Services | Plymouth, MN | Jul 2019 - Current | 4 |
Wealth Enhancement Brokerage Services | Plymouth, MN | Jul 2019 - Current | 4 |
Lpl Financial | Fulton, MD | Jul 2019 - Current | 4 |
Planning Solutions Group, LLC | Fulton, MD | Aug 2012 - Jul 2019 | 6 |
Triad Advisors, Inc. | Norcross, GA | Aug 2012 - Jul 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- LA
- MD
- TX
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Total Assets Under Management56,393MILLIONS
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Total Number of Accounts128,050ACCOUNTS
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Average Account Value$440,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC
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