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8770 W Bryn Mawr Ave Suite 710, Chicago, IL 60631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| IN | RA | APPROVED | 2024-05-10 |
Branch Locations
8770 W Bryn Mawr Ave Suite 710, Chicago, IL 60631 • United States
Naples, FL • United States
Syracuse, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank (Deutsche Asset Management/Rreef) | Chicago | IL | 06/1997 | 05/2016 |
| Career Retired | Chicago | IL | 05/2016 | 10/2021 |
| Kuhn & Company Investment Counsel, Llc | Chicago | IL | 10/2021 | Present |
| Robertson Family Investments Llc | Naples | FL | 12/2020 | Present |
12/2020 Robertson Family Investments LLC; Family Investment Office; CEO/CIO; Investment Related; Naples, FL; Approximately 40 hours per month, principally during securities trading hours; "family office" manages the investments (investment decisions and execution) belonging to the trusts and estates associated with immediate family (no third party assets) and coordinates work of third party brokerage firms, lawyers and accountants.
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