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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Kuehn is a financial advisor with Morningstar Investment Services LLC. Samuel has been in the industry since 2001 and has held previous positions at William Blair, Legend Equities Corporation, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and H&R Block Financial Advisors, Inc. Samuel has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service. Samuel is a Series 63, Series 7, Series 9, Series 10, Series 14, Series 24, and SIE licensed professional. Samuel specializes in providing financial advice to corporations, businesses, individuals, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Aua
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IL
05/08/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
06/20/2016 - 09/08/2023
WILLIAM BLAIR (CHICAGO IL)
NY
05/16/2007 - 07/01/2016
LEGEND EQUITIES CORPORATION (BOHEMIA NY)
MI
03/15/2004 - 05/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EAST LANSING MI)
MN
03/15/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
11/14/2000 - 02/23/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2003
Series 14 - Compliance Officer Examination
BC
Issued 09/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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