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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Douglas Kuhlmann is a financial advisor in Napa, CA, and is registered with Avior Wealth Management, LLC. Kent has been a Registered Representative for over 25 years. Kent has experience providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Kent specializes in investment consulting, financial planning, and portfolio management. Kent also offers a range of other services, such as pension consulting and insurance services through various companies. Kent is committed to providing his clients with personalized financial advice and guidance to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
01/01/2025 - Present
Avior Wealth Management, LLC (OMAHA NE)
CA
01/17/2017 - 04/14/2021
CETERA ADVISOR NETWORKS LLC (NAPA CA)
CA
09/02/1998 - 01/19/2017
LPL FINANCIAL LLC (NAPA CA)
MN
09/10/1993 - 09/10/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
08/27/1993 - 09/15/1993
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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