Best Investors Account Sign in
Inactive

Ryan Dean Kuhn

Ep Wealth Advisors

Phoenix, AZ

Torrance, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-24
  • CA RA
    APPROVED
    Since 2025-09-24

Branch Locations

3131 E Camelback Road, Suite 135, Phoenix, AZ 85016 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Ep Wealth Advisors, Llc. Torrance CA 07/2022 Present
Ep Wealth Advisors, Llc Torrance CA 07/2019 07/2022
Pathlight Investors Phoenix AZ 11/2018 07/2019
Wageworks Tempe AZ 05/2017 11/2018
Arizona State University Tempe AZ 01/2017 05/2019
Oasis Sales Tempe AZ 07/2014 05/2017
Arizona State University Tempe AZ 08/2013 12/2017
  • 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

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor