Unclaimed
John Russell Kuhlmann is a financial advisor who has been in the industry since 1992. John is registered with Principal Securities, Inc. and has passed exams Series 6, SIE, Series 6TO, and Series 63. John is licensed to sell securities in Connecticut, Missouri, New Hampshire and New Jersey. John specializes in providing financial planning, educational seminars, pension consulting, and selection of other advisors. John also has experience with outside fixed insurance sales through various carriers, including life, disability, long-term care, and group benefits. John has been in the industry for over 30 years and has a proven track record of success.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MO
10/15/2024 - Present
Principal Securities, Inc. (Saint Charles MO)
NA
07/29/1992 - 03/10/1994
JOHN HANCOCK DISTRIBUTORS, INC.
NA
07/29/1992 - 03/10/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
03/05/1992 - 08/03/1992
METLIFE SECURITIES INC.
NA
03/05/1992 - 08/03/1992
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 03/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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