Donald Kuhn, financial advisor Middlebury IN

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 Middlebury, IN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Middlebury, IN Jan 2012 - Current 12
Kuhn Tax Advisors,. Inc. Berne, IN Jan 2009 - Current 15
Berne Volunteer Fire Department Berne, IN Feb 2006 - Current 18
Golden Rule Insurance Company Indianapolis, IN Aug 2005 - Current 18
Wfg, Ia Middlebury, IN Jun 2001 - Current 22
House Rental Berne, IN Nov 1978 - Current 45
Adams County Assessor Decatur, IN Jan 2007 - Dec 2020 13
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
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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