Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kuhn is a financial advisor with over 20 years of experience in the industry. Brian is a Certified Financial Planner™ professional and works with individuals, families, businesses and retirement plans. Brian is a registered investment advisor and is licensed to provide investment advice in multiple states. Brian is currently affiliated with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Brian provides a variety of services to his clients, including financial planning, investment management, and retirement planning. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
06/29/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
08/21/2012 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
04/28/2008 - 08/17/2012
BROKER DEALER FINANCIAL SERVICES CORP. (MILLERSVILLE MD)
SC
01/12/2004 - 02/28/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
IN
08/26/2002 - 11/13/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/26/2002 - 11/13/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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