Unclaimed
Justin Kuhl is a financial advisor at AE Wealth Management, LLC. Justin has been in the financial industry since 2005 and has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Justin is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Justin is registered with the state of Kansas and has passed the Series 6, 7, 63, and 65 exams. Justin is committed to providing exceptional service and building long-term relationships with clients.
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.
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
KS
11/16/2021 - Present
AE Wealth Management, LLC (Topeka KS)
KS
07/12/2021 - 10/22/2021
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
KS
08/26/2010 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
07/15/2005 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 08/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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