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Dean William Kuhlkin

Perigon Wealth Management, LLC

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About Dean William Kuhlkin

Dean Kuhlkin is a financial advisor with Perigon Wealth Management, LLC, and is licensed to provide investment advice in New York and Texas. Dean has a background in financial services, with previous experience at Deutsche Bank Securities and RLP Wealth Advisors. Dean holds the Series 7, Series 63 and SIE licenses. Dean holds the designation of Chartered Financial Analyst. Dean is also a passive owner of Venti Properties LLC, a real estate investment company.

Firm Information

Dean Kuhlkin is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Kuhlkin’s Registration & Firm History

NY

11/30/2023 - Present

Perigon Wealth Management, LLC (NEW YORK NY)

NJ

02/22/2017 - 11/02/2017

NATIONAL PLANNING CORPORATION (RIDGEWOOD NJ)

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Licenses & Designations

BC

Issued 02/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean William Kuhlkin.
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