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Zachary Allan Kuhlman

True North Advisors, LLC

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About Zachary Allan Kuhlman

Zachary Kuhlman is an investment advisor representative at True North Advisors, LLC. Zachary has been in the financial services industry since 2010, and has a background in both investment advising and commodity trading. Zachary has experience working with high net worth individuals, charitable organizations, and pooled investment vehicles. Zachary offers financial planning, pension consulting, selection of other advisors, and portfolio management services. Zachary is registered with the state of Texas.

Firm Information

Zachary Kuhlman is currently registered with True North Advisors, LLC. True North Advisors, LLC is an investment advisor based in Dallas, Texas. The firm manages over $3 billion in assets for individuals, families, charitable organizations, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management. The firm also has a podcast, "Decision Points," where they discuss a variety of investment and financial planning topics.
True North Advisors, LLC

3131 TURTLE CREEK

DALLAS, TX 75219

$3.34B

Assets Under Management

Not reported

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Zachary Kuhlman’s Registration & Firm History

TX

08/17/2022 - Present

True North Advisors, LLC (FT. WORTH TX)

TX

07/28/2010 - 05/20/2011

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2019

Series 3 - National Commodity Futures Examination

BC

Issued 07/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Allan Kuhlman.
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