Paul Kuveke, financial advisor Mount Pleasant SC

Paul Kuveke

CRD Number: 1761862
Current Firm: Imprint Wealth LLC

Paul Kuveke (CRD# 1761862) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Imprint Wealth Llc Dba Naples Wealth Planning Naples, FL Jul 2023 - Current < 1
Money Mind Matters, LLC Naples, FL Jun 2021 - Current 2
Kuveke Benefits LLC Wilton, CT Apr 1992 - Current 31
Laidlaw Wealth Management Dba Naples Wealth Planning Naples, FL Oct 2020 - Jul 2023 2
Sussex Wealth Strategies LLC Bonita Springs, FL Nov 2019 - Jan 2021 1
Naples Wealth Planning Naples, FL Jan 2020 - Oct 2020 < 1
Avenir Private Advisors, LLC Miami, FL Mar 2019 - Jan 2020 < 1
Procyon Institutional Partners LLC Shelton, CT Apr 2018 - Feb 2019 < 1
Procyon Private Wealth Partners, LLC Shelton, CT Nov 2017 - Feb 2019 1
Tempus Advisors Ridgefield, CT Sep 2015 - Nov 2017 2
Raymond James Financial Services Advisors, Inc. Wilton, CT Jan 2009 - Nov 2017 8
Raymond James Financial Services, Inc. Wilton, CT Nov 1992 - Nov 2017 25
Kuveke Financial Group Ridgefield, CT May 2010 - Nov 2016 6
Rbh Corporation Ridgefield, CT Jan 2007 - Jul 2015 8
Paul Kuveke Ridgefield, CT Oct 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
Contact Info for Paul M. Kuveke
Phone Number: (843) 834-4853
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $301,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

FL, GA, NY, SC

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