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Eric Stanley Shaffer

Kuhn Capital Partners

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About Eric Stanley Shaffer

Eric Shaffer is a financial advisor with Kuhn Capital Partners, a registered investment advisor based in Dallas, Texas. Eric has been in the industry for over 20 years and is a Certified Financial Planner™. Eric has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Eric has experience working with a wide range of clients, including high-net-worth individuals and pooled investment vehicles.

Firm Information

Eric Shaffer is currently registered with Kuhn Capital Partners. Kuhn Capital Partners is an investment advisor based in Florida. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kuhn Capital Partners manages approximately $94.25 million in client assets.

$94.25M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Solicitor fees

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Eric Shaffer’s Registration & Firm History

TX

03/30/2020 - Present

Kuhn Capital Partners (Dallas TX)

TX

08/12/2014 - 09/13/2019

LPL FINANCIAL LLC (DALLAS TX)

TX

07/06/2013 - 03/19/2014

VFG SECURITIES, INC. (PLANO TX)

TX

02/08/2006 - 09/12/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)

NY

07/02/2001 - 12/21/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

TX

09/11/1998 - 07/02/2001

SOUTHWEST SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 12/10/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Stanley Shaffer.
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