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Paul Cooper Kuhn

Omega Financial Group, LLC

Santa Barbara, CA

CRD 2718397

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Employer firm

Omega Financial Group, LLC CRD 164147

$552M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Omega Financial Group, Llc

812 Anacapa Street, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
WA RA APPROVED 2013-04-08
  • CA RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2013-04-08

Branch Locations

812 Anacapa Street, Santa Barbara, CA 93101 • 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
Omega Financial Group Llc Santa Barbara CA 03/2013 Present
Previous Registrations
  • 2010-03-10 → 2013-03-07
    Santa Barbara Asset Management, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-09
  • S65 Uniform Investment Adviser Law Examination
    2010-03-09
Other Names
  • Paul Kuhn

View on SEC IAPD

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CERITY PARTNERS LLC · SANTA BARBARA, CA
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