Donald KuhnCRD 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 28 years of experience in the finance industry.
Ami Investment Management Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|Transamerica Financial Advisors, Inc.||Middlebury, IN||Jan 2012 - Current||6|
|Kuhn Tax Advisors,. Inc.||Berne, IN||Jan 2009 - Current||9|
|Monroe Township Trutte||Berne, IN||Jan 2007 - Current||11|
|Berne Volunteer Fire Department||Berne, IN||Feb 2006 - Current||12|
|Golden Rule Insurance Company||Indianapolis, IN||Aug 2005 - Current||12|
|Wfg||Middlebury, IN||Jun 2001 - Current||16|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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