Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
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)
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
Active
Inactive
F
FINRA
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