Kent Douglas Kuhlmann

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 01/2017
  Lpl Financial, Llc
  Nap, CA
• 03/2016 → 02/2024
  Cwm, Llc
  Napa, CA
• 12/2009 → 02/2024
  Kuhlmann Associates Financial
  Napa, CA
• 02/2024 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2016-04-01 → 2024-02-20
  Cwm, Llc
  Napa, CA
  Omaha, NE
  Napa, CA
• 1999-01-07 → 2016-09-08
  Lpl Financial Llc
  San Jose, CA
  San Jose, CA
  Napa, CA
• 2011-04-15 → 2016-03-31
  Strategic Wealth Advisors Group
  San Mateo, CA
• 2006-04-19 → 2010-01-27
  Retirement Capital Strategies, Inc.
  San Jose, CA

Other Businesses

?the name of the other business; Vineyard Vitality Collective ?whether the business is investment-related; No ?the address of the other business; 2240 Cuttings Wharf Rd., Napa, CA 94559 ?the nature of the other business; Working on building a healing center for alternative healing. Bringing together technologies and holistic practitioners from all modalities to have a central collective location to operate. Eventually, the idea is to create a model to handle all marketing, advertising, space, booking and billing centrally for a premium. ?your position; Co-Owner ?title, or relationship with the other business; Co-Owner ?the start date of your relationship; 12/26/2025 ?the approximate number of hours/month you devote to the other business; unknown; 0 at the moment ?the number of hours you devote to the other business during securities trading hours; unknown; 0 at the moment ?and briefly describe your duties relating to the other business; Working on building a healing center for alternative healing. Bringing together technologies and holistic practitioners from all modalities to have a central collective location to operate. Eventually, the idea is to create a model to handle all marketing, advertising, space, booking and billing centrally for a premium. Capt Kuhl Charters LLC Not investment related. My home address: 2240 Cuttings Wharf Rd Napa CA 94559 Yacht Charter- Owner August 12, 2025 8-10 hour per month No time during business hours. Running the books, maintenance, eventually doing weekend charters myself in the SF Bay. After many decades of owning my own business, I am getting killed in taxes as W-2. Started a business and bought the yacht for tax relief. Name of other business: FIXED INSURANCE WITH VARIOUS COMPANIES Investment related: YES Address: SAME AS REGISTERED LOCATION Nature of business: FIXED INSURANCE Start Date: 11/2016 Apx number of hours per week: VARIES Apx number of hours during trading hours: VARIES Position/title/relationship: INSURANCE AGENT Brief description of duties: SELLS LIFE, ANNUITIES AND LONG TERM CARE NAME OF OTHER BUSINESS: LIFEGUIDES; INVESTMENT RELATED: NO; ADDRESS: N/A - ONLINE; NATURE OF BUSINESS: COUNSELING START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: GUIDE; APX NUMBER OF HOURS PER WEEK: 1-5; APX NUMBER OF HOURS DURING TRADING HOURS: 1-5; BRIEF DESCRIPTION OF DUTIES: HELP PEOPLE THROUGH SITUATIONS LIKE DIVORCE, LOSS OF A LOVED ONE, AND DEALING WITH DEMENTIA AND ALZHEIMER'S; NAME OF OTHER BUSINESS: NATURES WAY MONTESSORI; INVESTMENT RELATED: NO; ADDRESS: 3051 BROWNS VALLEY ROAD, NAPA, CA 94558; NATURE OF BUSINESS: SCHOOL BOARD; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PRESIDE OVER MEETINGS, HELP WITH BUDGETING AND ORGANIZATION; NAME OF OTHER BUSINESS: JAMESON ANIMAL RESCUE RANCH; INVESTMENT RELATED: NO; ADDRESS: 1224 ADAMS STREET, HELENA, CA 94574; NATURE OF BUSINESS: NO KILL RESCUE SANCTUARY FOR ANIMALS; START DATE: 12/2018; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-02
• S63 Uniform Securities Agent State Law Examination
  1993-08-30