Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wayne Kuhlman is a financial advisor with over 24 years of experience in the financial industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and has a Series 6, 7, 9, 10, 24, 31 and SIE license. Jeffrey specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jeffrey has worked for Wells Fargo and its predecessors for over 20 years.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/19/2013 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
11/02/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
CA
02/16/2000 - 11/06/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
02/14/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CT
05/29/1997 - 02/17/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
11/26/1996 - 04/16/1997
VOYAGEUR INVESTMENTS, INC.
BOTH
Issued 03/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Kuhlman is the right advisor for you? Invested Better is here to help.
