Donna Amy Kuhlman

Current Employers

Employment History

• 08/2008 → 03/2020
  The Friedman Group
  Dubuque, IA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Dubuque, IA
• 03/2020 → 12/2022
  Assuredpartners Great Plains, Llc
  Dubuque, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2022 → Present
  Kuhlman Financial Services Llc
  Colesburg, IA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-01-22 → 2021-06-09
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Dyersville, IA
  Dubuque, IA
  Hiawatha, IA
  Cedar Rapids, IA
  Windsor, CT
  Maple Grove, MN
• 2007-11-09 → 2008-05-14
  Edward Jones
  N Buena Vista, IA
  Dubuque, IA
  St Louis, MO

Other Businesses

1) NAME OF ENTITY: DONNA KUHLMAN - NOTARY; NO; 880 LOCUST ST STE 200; DUBUQUE; IA; 52001; NOTARY PUBLIC; NOTARY; 7/3/2015; 1; 1; NOTARIZE DOCUMENTS; 2) NAME OF ENTITY: MAKE-A-WISH FOUNDATION; NO; ; ; ; ; NON-PROFIT CHARITABLE ORGANIZATION; VOLUNTEER; 1/20/2012; 0; 0; VOLUNTEER - INTERVIEW FAMILIES AND GRANT WISHES; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2022 APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 4) NAME OF OTHER BUSINESS: KUHLMAN FINANCIAL SERVICES LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES DBA; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES; 5) NAME OF OTHER BUSINESS: KCDAK LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: SOLE MEMBER OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: USED TO PURCHASE PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-09
• S66 Uniform Combined State Law Examination
  2007-11-07

Other Names

• Donna Ludovissy
• Donna Amy Ludovissy