Michael Kuehn (CRD# 5241951) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 17 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1294479
Verity Investment Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity & Verity, Llc Dba Verity Investment Partners | Beaufort, SC | Apr 2019 - Current | 5 |
| Dividend Assets Capital, LLC | Ridgeland, SC | Oct 2015 - Mar 2019 | 3 |
| Icon Distributors, Inc. | Greenwood Village, CO | Sep 2006 - Sep 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- SC
-
Total Assets Under Management939MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$1,131,065
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, SC, TN, TX, VA, WA
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