Riley Matthew Kuhn

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2023 → 12/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 11/2023 → 12/2025
  Tiaa
  Denver, CO
• 08/2022 → 08/2023
  Independent Financial Service Group Llc
  Bridgeville, PA
• 11/2022 → 12/2022
  Whole Foods Market
  Wexford, PA
• 05/2022 → 08/2022
  Unemployed
  Allison Park, PA
• 08/2018 → 05/2022
  Pennsylvania State University
  University Park, PA
• 10/2020 → 08/2022
  Phoenix Solutions Llc
  Allison Park, PA
• 07/2018 → 07/2018
  Unemployed
  Allison Park, PA
• 08/2014 → 06/2018
  Hampton High School
  Allison Park, PA
• 12/2025 → 01/2026
  Unemployed
  Denver, CO
• 01/2026 → Present
  Principal Life Insurance Company
  Denver, CO
• 01/2026 → Present
  Principal Securities, Inc.
  Denver, CO
• 01/2026 → Present
  Principal Advised Services
  Denver, CO

Other Businesses

PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2026 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2026 ADDRESS: 1400 Clermont Street, Apt 6, Denver CO 80220, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-17
• S63 Uniform Securities Agent State Law Examination
  2023-12-29

Other Names

• Riley M Kuhn
• Riley Kuhn