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John Marvin Kuhn

LPL Financial LLC

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About John Marvin Kuhn

John Marvin Kuhn is a financial advisor with over 30 years of experience in the financial services industry. John has been registered with LPL Financial LLC since February 2017. Prior to that, John was registered with Cetera Investment Services LLC, Invest Financial Corporation, Primevest Financial Services, Inc., FBS Investment Services, Inc., Liberty Securities Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. John specializes in providing financial advice to individuals, corporations, and other businesses. John is committed to helping clients achieve their financial goals.

Firm Information

John Kuhn is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Kuhn’s Registration & Firm History

ND

04/07/2021 - Present

LPL Financial LLC (FARGO ND)

ND

06/28/2011 - 02/28/2017

CETERA INVESTMENT SERVICES LLC (FARGO ND)

ND

04/05/2004 - 06/15/2011

INVEST FINANCIAL CORPORATION (FARGO ND)

MN

02/07/2001 - 02/25/2004

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

WI

08/23/1995 - 02/07/2001

INVEST FINANCIAL CORPORATION (APPLETON WI)

MN

02/24/1995 - 08/18/1995

FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)

NY

05/25/1993 - 03/13/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MN

06/22/1990 - 05/19/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/22/1990 - 05/19/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/28/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Marvin Kuhn. Review regulatory record here.
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