Robert Kuhn (CRD# 2971886) is an Investment Advisor Representative working at Kuhn Capital Partners in Naperville, IL and has over 26 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Kcp Opportunity Fund Lp & Kcp Opportunity Fund Gp LLC | Geneva, IL | Oct 2022 - Current | 1 |
Kuhn Capital Partners LLC | Plano, TX | May 2016 - Current | 8 |
Independent Insurance Agent | Plano, TX | Nov 2015 - Current | 8 |
Epus Global Energy, LLC | Plano, TX | Aug 2018 - Oct 2021 | 3 |
Ubs Financial Services Inc. | Addison, TX | Sep 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- IA
- OH
- TX
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Total Assets Under Management94MILLIONS
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Total Number of Accounts688ACCOUNTS
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Average Account Value$136,991
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IA, IL, MI, OH, TX
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