Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Kuhn is an Investment Advisor Representative for Kuhn Capital Partners. Robert holds Series 7, 63, and 65 licenses. The firm is based in Naperville, IL, and has been in business since 2016. Robert is a registered investment advisor in California, Florida, Illinois, Iowa, Michigan, Ohio and Texas. The firm manages a total of $94,250,000 in assets for 688 clients. The firm's primary clients include individuals, high net worth individuals, pooled investment vehicles, and other investment advisors. Robert is also the owner and manager of Bison Natural Resources, a business which is investment-related.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Solicitor fees
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IL
06/23/2016 - Present
Kuhn Capital Partners (NAPERVILLE IL)
TX
09/09/2011 - 11/16/2015
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
05/07/2009 - 09/21/2011
LPL FINANCIAL LLC (MCKINNEY TX)
PA
01/24/2007 - 04/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
OH
04/17/2006 - 01/31/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
VA
10/27/2005 - 04/18/2006
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
OH
10/03/2003 - 09/27/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
05/09/2003 - 08/26/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
01/09/2003 - 05/14/2003
EDWARD JONES (ST. LOUIS MO)
TX
08/19/2002 - 12/19/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
07/28/2000 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/26/1999 - 09/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
02/16/1999 - 04/29/1999
EISNER SECURITIES, INC. (ST. LOUIS MO)
NY
03/09/1998 - 03/02/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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