Best Investors Account Sign in

Matthew Kuhn

Kuhn Wealth Management Inc.

Schaumburg, IL

Claim This Profile
Current Employers
Kuhn Wealth Management Inc.

1827 Walden Office Sq #500, Schaumburg, IL 60173 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-11-05
  • IL RA
    APPROVED
    Since 2013-11-05

Branch Locations

1827 Walden Office Sq #500, Schaumburg, IL 60173 • 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
Kuhn Financial Schamburg IL 01/2013 Present
Concorde Investment Services Llc Troy MI 11/2013 02/2020
Dai Securities Llc Atlanta GA 02/2020 Present
  • 01/2013 → Present
    Kuhn Financial
    Schamburg, IL
  • 11/2013 → 02/2020
    Concorde Investment Services Llc
    Troy, MI
  • 02/2020 → Present
    Dai Securities Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1) KUHN WEALTH MANAGEMENT, INVESTMENT RELATED, RIA/FEE BASED PLANNING. SCHAMBURG, IL., WEALTH MANAGEMENT ADVISOR. PREPARE FINANICAL PLANS/INVESTMENT ADVICE. 21-40 HOURS/MONTH DURING BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-26
S63 Uniform Securities Agent State Law Examination 2006-08-19
  • S65 Uniform Investment Adviser Law Examination
    2007-12-26
  • S63 Uniform Securities Agent State Law Examination
    2006-08-19
Other Names
  • Matthew Thomas Kuhn
  • Matt Thomas Kuhn

View on SEC IAPD

Other Firms

COX FINANCIAL GROUP, LTD.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor