Unclaimed
Kevin Kulling is a registered investment advisor representative associated with PMA Asset Management, LLC. Kevin has been in the industry since December 2016. Kevin has passed the Series 66, Series 54, Series 53, Series 52, Series 24, Series 99TO, Series 50, and SIE exams and holds current registration as a Registered Representative in Illinois. Kevin specializes in providing investment advice to associations, insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, corporations, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
05/24/2019 - Present
PMA Asset Management, LLC (Naperville IL)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/19/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
F
FINRA
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