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Kevin Alexander Kuhn

Kuhn & Co. Investment Counsel, LLC

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About Kevin Alexander Kuhn

Kevin Alexander Kuhn is an investment advisor representative with Kuhn & Co. Investment Counsel, LLC. Kevin has been in the industry since 2013 and has experience with both individual and institutional clients. He is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accounting. He is also a licensed Certified Public Accountant (CPA). Kevin has a strong background in financial planning and portfolio management.

Firm Information

Kevin Kuhn is currently registered with Kuhn & Co. Investment Counsel, LLC. Kuhn & Co. Investment Counsel, LLC is an investment advisor registered with the SEC and located in Chicago, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and irrevocable trusts. Kuhn & Co. manages over $131 million in assets for 136 clients.
Kuhn & Co. Investment Counsel, LLC

8770 W BRYN MAWR AVE

CHICAGO, IL 60631

$131.20M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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percentage of assets

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

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Kevin Kuhn’s Registration & Firm History

IL

12/17/2019 - Present

Kuhn & Co. Investment Counsel, LLC (CHICAGO IL)

IL

02/03/2017 - 11/06/2019

COMMONWEALTH FINANCIAL NETWORK (Roselle IL)

IL

02/12/2013 - 08/05/2016

CITADEL SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/07/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Alexander Kuhn.
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