Unclaimed
John Allen Kuehnle is a financial professional with over 20 years of experience in the industry. John is currently registered with Osaic Institutions, Inc. and is located in Milford, Connecticut. John has previously worked for several other firms, including National Planning Corporation, MML Investors Services, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. John has a wide range of experience and is well-equipped to provide financial advice to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
01/23/2007 - Present
Osaic Institutions, Inc. (MILFORD CT)
CT
05/16/2006 - 01/25/2007
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
09/05/2002 - 05/11/2006
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
MN
07/01/2002 - 08/13/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/26/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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