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Brian Kuhn is a registered investment advisor representative with Forte Capital LLC. Brian has been in the industry since 2012 and has held prior roles at UMB Bank and Bank of the West. Brian holds the Series 65 license, which allows him to provide investment advice. Brian's professional experience and expertise enable him to provide financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
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CO
01/01/2025 - Present
Forte Capital LLC (SUPERIOR CO)
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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