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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F. Robertson is an investment advisor representative with Kuhn & Co. Investment Counsel, LLC. John is registered with the state securities regulators of Florida, Illinois and Indiana. John has been in the securities industry since June 1997 and has been with Kuhn & Co. Investment Counsel, LLC since October 2021. John's firm, Kuhn & Co. Investment Counsel, LLC, provides financial planning and portfolio management for individuals and advisory consulting. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and irrevocable trusts. John is a CFA charter holder and has been involved in Robertson Family Investments LLC, a family investment office, since December 2020.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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IL
05/10/2024 - Present
Kuhn & Co. Investment Counsel, LLC (CHICAGO IL)
Active
Inactive
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