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Kevin Andrew Kuhlman

Foreside Fund Services, LLC

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About Kevin Andrew Kuhlman

Kevin Andrew Kuhlman is a registered representative with Foreside Fund Services, LLC in Charleston, SC. Kevin has been in the financial services industry since 2013. Kevin is a Series 7, 79, 63 and SIE licensed professional. Kevin was previously employed at BDT & COMPANY, LLC in Chicago, IL and J.P. MORGAN SECURITIES LLC in New York, NY.

Firm Information

Kevin Kuhlman is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Kevin Kuhlman’s Registration & Firm History

SC

05/31/2023 - Present

Foreside Fund Services, LLC (Charleston SC)

IL

04/09/2015 - 06/09/2021

BDT & COMPANY, LLC (CHICAGO IL)

NY

07/08/2013 - 03/26/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Andrew Kuhlman.
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