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Inactive

Forrest Duncan Kuchling

North Star Advisory Group, LLC

Beachwood, OH

CRD 7392344

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Employer firm

North Star Advisory Group, LLC CRD 171694

$289M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES

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

Current Employers
North Star Advisory Group, Llc

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-18
  • OH RA
    APPROVED
    Since 2023-05-18

Branch Locations

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • 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
Sandridge Golf Club Chardon OH 05/2015 08/2022
Capps Pizza Orwell OH 12/2018 12/2022
Inverness Country Club Toledo OH 08/2021 11/2022
Door Dash Bowling Green OH 08/2021 12/2022
Dan Kaminsky Cpa Burton OH 02/2021 08/2021
Geauga Financial Advisors Burton OH 05/2022 08/2022
Geauga Financial Advisors Burton OH 05/2020 08/2020
Bowling Green State University Bowling Green OH 08/2019 12/2022
Berkshire High School Burton OH 08/2015 05/2019
North Star Advisory Group, Llc Beachwood OH 01/2023 Present
  • 05/2015 → 08/2022
    Sandridge Golf Club
    Chardon, OH
  • 12/2018 → 12/2022
    Capps Pizza
    Orwell, OH
  • 08/2021 → 11/2022
    Inverness Country Club
    Toledo, OH
  • 08/2021 → 12/2022
    Door Dash
    Bowling Green, OH
  • 02/2021 → 08/2021
    Dan Kaminsky Cpa
    Burton, OH
  • 05/2022 → 08/2022
    Geauga Financial Advisors
    Burton, OH
  • 05/2020 → 08/2020
    Geauga Financial Advisors
    Burton, OH
  • 08/2019 → 12/2022
    Bowling Green State University
    Bowling Green, OH
  • 08/2015 → 05/2019
    Berkshire High School
    Burton, OH
  • 01/2023 → Present
    Beachwood, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-01
Other Names
  • Forrest Kuchling

View on SEC IAPD

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