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James Joseph Kuhn

Kuhn & Co. Investment Counsel, LLC

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About James Joseph Kuhn

James Joseph Kuhn is a financial advisor in Chicago, Illinois. James has been working in the financial industry for over 20 years. James is registered with Kuhn & Co. Investment Counsel, LLC. James has been registered with this firm since 2019. James has previously worked for Commonwealth Financial Network, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. James is a Certified Public Accountant and owns and manages residential rentals through a limited liability company.

Firm Information

James Kuhn is currently registered with Kuhn & Co. Investment Counsel, LLC. Kuhn & Co. Investment Counsel, LLC is an investment advisor registered with the SEC and located in Chicago, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and irrevocable trusts. Kuhn & Co. manages over $131 million in assets for 136 clients.
Kuhn & Co. Investment Counsel, LLC

8770 W BRYN MAWR AVE

CHICAGO, IL 60631

$131.20M

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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percentage of assets

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

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James Kuhn’s Registration & Firm History

IL

12/17/2019 - Present

Kuhn & Co. Investment Counsel, LLC (CHICAGO IL)

IL

11/01/2004 - 11/01/2019

COMMONWEALTH FINANCIAL NETWORK (Roselle IL)

IN

07/05/2001 - 11/18/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/05/2001 - 11/18/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 12/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph Kuhn.
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