Ryan Dean Kuhn

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 07/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA
• 07/2019 → 07/2022
  Ep Wealth Advisors, Llc
  Torrance, CA
• 11/2018 → 07/2019
  Pathlight Investors
  Phoenix, AZ
• 05/2017 → 11/2018
  Wageworks
  Tempe, AZ
• 01/2017 → 05/2019
  Arizona State University
  Tempe, AZ
• 07/2014 → 05/2017
  Oasis Sales
  Tempe, AZ
• 08/2013 → 12/2017
  Arizona State University
  Tempe, AZ

Designations

• Certified Financial Planner