Gregory Scott Kuehl

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Lpl Financial Llc
  Valparaiso, IN

Previous Registrations

• 2003-04-01 → 2007-12-20
  New England Securities
  Fort Wayne, IN
  Indianapolis, IN
  Louisville, KY

Other Businesses

(1) 12/12/2007 - NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - Kuehl Financial, LLC - INV. REL. - AT REPORTED BUSINESS LOCATION(S) (2) 10/24/2013 - GABS HOLDING, LLC: DBA TRANSFERTREE.COM - Business Owner - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - GABS Holding, LLC is an internet start-up company specializing in comparing consumer revolving debt options. - 10% TIME SPENT - GABS Holding, LLC: DBA TransferTree.com (3) 11/07/2013 - VICTORY RENTALS LIMITED - REAL ESTATE RENTAL - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - I have two rental properties. They are single family residences (houses). None of the renters are customers or advisors. - 1% TIME SPENT (4) 1/20/2021 - Kuehl Farm - Not Investment Related - 253 East 500 North Valparaiso, IN 46385 - Other-Farm - Start Date: 1/29/2020 - 4 Hours Per Month/0 Hours During Securities Trading - Purchase of family farm with wife and parents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-15
• S63 Uniform Securities Agent State Law Examination
  2000-09-07