Kevin C. Kuehn

Current Employers

Employment History

• 11/2007 → 01/2025
  Lincoln Financial Advisors Corp
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2007-11-08 → 2025-01-24
  Osaic Fa, Inc.
  Point Richmond, CA
  San Ramon, CA
  San Ramon, CA
  Eagle, ID
• 2007-08-14 → 2007-11-19
  Osaic Fs, Inc.
  Pleasant Hill, CA
  Pleasant Hill, CA

Other Businesses

1)KEVIN C. KUEHN 3000 EXECUTIVE PKWY STE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE AND DISABILITY INSURANCE, AND FIXED AND INDEXED ANNUITIES START DATE: 11/1/07 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 12 2) EBAY POSITION: Seller NATURE: Selling miscellaneous objects and things around the house, including sports cards. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1101 N Longhorn Ave Eagle ID 83616 DESCRIPTION: Listing items and shipping when sold. 3) THE KUEHN FAMILY TRUST POSITION: Trustee NATURE: To be the trustee of our family trust to manage for the benefit of my family INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2018 ADDRESS: 1101 N Longhorn Ave, Eagle ID 83616, United States DESCRIPTION: Be the trustee of our family trust and make decisions with my wife. 4) K.C. KUEHN - PROVIDENT WEALTH POSITION: Agent NATURE: I sell fixed life insurance and annuities through Highland Capital and Lincoln Life to assist my clients in risk management as well as developing future income streams. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2007 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Assist my clients in selecting traditional life insurance that is most effective in helping them reach their specific goals. Also, helping them deteremine if annuities might be a good way to develop income streams as they approach retirement.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-25

Other Names

• K.C. Kuehn