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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2012-01-06
  • IN RA
    APPROVED
    Since 2012-01-06

Branch Locations

104 N. Main Street, Middlebury, IN 46540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Middlebury IN 06/2001 Present
Golden Rule Insurance Co. Indianapolis IN 08/2005 Present
Berne Volunteer Fire Department Berne IN 02/2006 Present
Kuhn Tax Advisors,. Inc Berne IN 01/2009 Present
Transamerica Financial Advisors, Llc Middlebury IN 01/2012 Present
Adams County Assessor Decatur IN 01/2007 12/2020
House Rental Berne IN 11/1978 Present
  • 06/2001 → Present
    Wfgia
    Middlebury, IN
  • 08/2005 → Present
    Golden Rule Insurance Co.
    Indianapolis, IN
  • 02/2006 → Present
    Berne Volunteer Fire Department
    Berne, IN
  • 01/2009 → Present
    Kuhn Tax Advisors,. Inc
    Berne, IN
  • 01/2012 → Present
    Middlebury, IN
  • 01/2007 → 12/2020
    Adams County Assessor
    Decatur, IN
  • 11/1978 → Present
    House Rental
    Berne, IN
Previous Registrations
  • 2008-10-03 → 2012-01-06
    Investment Advisors International, Inc.
    Berne, IN
    Indianapolis, IN
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." KUHN TAX ADVISORS, INC; NOT INVESTMENT RELATED; BERNE, IN; POSITION - PRESIDENT & SHARHOLDER; Tax Planner and Preparation; 10% of reps time devoted to OBA and 5% during securities trading hours; STARTED 1/2009. HOUSE RENTAL POSITION: owner NATURE: former residence rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1978 ADDRESS: 5476 S 150 W, Berne IN 46711, United States DESCRIPTION: upkeep maintenance of house BERNE VOLUNTEER FIRE DEPARTMENT / 0206-Preseny / Investment Related: NO /Berne, In / Fire Fighter / Fire Department / Hrs. Work Monthly: / Sec Trading Hrs.: / FIGHTING FIRES GOLDEN RULE INSURANCE CO. / 0805-Present / Investment Related: No / Indianapolis, IN / Sales Agent / Health Insurance / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 1 / Sale of health insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-26
S63 Uniform Securities Agent State Law Examination 1989-09-06
  • S65 Uniform Investment Adviser Law Examination
    2008-08-26
  • S63 Uniform Securities Agent State Law Examination
    1989-09-06
Other Names
  • Donald E Kuhn

View on SEC IAPD

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