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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-23
HI RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2026-03-23
  • HI RA
    APPROVED
    Since 2023-06-29

Branch Locations

745 Fort Street 1614, Honolulu, HI 96813 • 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
Vsr Financial Services, Inc. Overland Park KS 10/2010 09/2016
Vsr Advisory Services, Inc. Overland Park KS 10/2010 09/2016
Crown Wealth Management, Inc. Honolulu HI 08/2015 09/2019
Summit Brokerage Services, Inc. Honolulu HI 09/2016 09/2019
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Summit Financial Group Inc El Segundo CA 09/2016 05/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 10/2010 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 10/2010 → 09/2016
    Vsr Advisory Services, Inc.
    Overland Park, KS
  • 08/2015 → 09/2019
    Crown Wealth Management, Inc.
    Honolulu, HI
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Honolulu, HI
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2016 → 05/2021
    Summit Financial Group Inc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-09-07 → 2021-05-20
    Summit Financial Group Inc
    Honolulu, HI
  • 2016-09-02 → 2016-11-02
    Vsr Financial Services, Inc.
    Overland Park, KS
    Honolulu, HI
  • 2010-10-07 → 2016-09-01
    Vsr Financial Services, Inc.
    Overland Park, KS
    Honolulu, HI
    Honolulu, HI
  • 2004-12-17 → 2010-10-12
    Honolulu, HI
    Honolulu, HI
Other Businesses

(1) - - DBA-CROWN WEALTH MANAGEMENT; INVESTMENT RELATED ; 700 BISHOP ST. 17TH FLOOR, HONOLULU, HI 96813; LIFE INSURANCE AND LTC; AGENT; BEGAN 07/31/2015; 5 HOURS PER WEEK; SELL FIXED ANNUITIES, LIFE INSURANCE, DISABILITY INSURANCE, AND LTC INSURANCE. (2) - - LEGAL SHIELD; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; IDENTITY PROTECTION SERVICES; ASSOCIATE; START 5/15/2018; APX 1-5 HOURS/MONTH, APX 1-5 DURING TRADING; REFER CLIENTS TO LEGAL SHIELD FOR IDENTITY PROTECTION SERVICES (3) KAT KUHN DESIGN HOUSE; NOT INVESTMENT RELATED; 1811 HALEKOA DR HONOLULU, HI 96821; REAL ESTATE STAGING CONTRACTOR; HELPER; 08/03/2018; APPX 5 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; OCCASIONALLY HELP OWNER (WIFE) MOVE FURNITURE, PUT TOGETHER FURNITURE, HANG ART, ETC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-14
  • S66 Uniform Combined State Law Examination
    2004-07-14
Other Names
  • Ron Craig Kuhn

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