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Margaret Katherine Kuchan

The Patriot Financial Group, LLC

Guilford, CT

Walpole, MA

CRD 6756850

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Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
The Patriot Financial Group, Llc

55 West Street Suite 201, Walpole, MA 02081 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-11
  • CT RA
    APPROVED
    Since 2026-05-11

Branch Locations

99 Whitfield St. Unit 10, Guilford, CT 06437 • United States

55 West Street Suite 201, Walpole, MA 02081 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2017 04/2018
Northwestern Mutual Investment Services Llc Minneapolis MN 03/2017 04/2018
Open Access Technology International Minneapolis MN 06/2015 02/2017
Holiday Inn Arbor Lakes Maple Grove MN 02/2017 06/2019
Minnesota Life Insurance Company St. Paul MN 10/2018 12/2022
Securian Financial Services Inc St. Paul MN 10/2018 12/2022
Hirenomics Edina MN 04/2018 10/2018
Holiday Inn Maple Grove MN 02/2017 06/2020
Red Cow Minneapolis MN 12/2021 06/2022
The Standard Portland OR 01/2023 07/2025
Cetera Financial Specialists Llc Schaumburg IL 01/2026 Present
Riverside Retirement Advisor Llc Guilford CT 01/2026 Present
Whitfield Retirement Advisors Guilford CT 01/2026 Present
The Patriot Financial Group, Llc Guilford CT 01/2026 Present
Arranged By Mk, Llc Columbus OH 08/2025 Present
The Patriot Financial Group Insurance Agency, Llc Guilford CT 05/2026 Present
  • 03/2017 → 04/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2017 → 04/2018
    Northwestern Mutual Investment Services Llc
    Minneapolis, MN
  • 06/2015 → 02/2017
    Open Access Technology International
    Minneapolis, MN
  • 02/2017 → 06/2019
    Holiday Inn Arbor Lakes
    Maple Grove, MN
  • 10/2018 → 12/2022
    Minnesota Life Insurance Company
    St. Paul, MN
  • 10/2018 → 12/2022
    Securian Financial Services Inc
    St. Paul, MN
  • 04/2018 → 10/2018
    Hirenomics
    Edina, MN
  • 02/2017 → 06/2020
    Holiday Inn
    Maple Grove, MN
  • 12/2021 → 06/2022
    Red Cow
    Minneapolis, MN
  • 01/2023 → 07/2025
    The Standard
    Portland, OR
  • 01/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2026 → Present
    Riverside Retirement Advisor Llc
    Guilford, CT
  • 01/2026 → Present
    Whitfield Retirement Advisors
    Guilford, CT
  • 01/2026 → Present
    Guilford, CT
  • 08/2025 → Present
    Arranged By Mk, Llc
    Columbus, OH
  • 05/2026 → Present
    The Patriot Financial Group Insurance Agency, Llc
    Guilford, CT
Other Businesses

1) RIVERSIDE RETIREMENT ADVISOR LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL/ADMIN; SINCE 1/2026; 160 HRS/MO 2) WHITFIELD RETIREMENT ADVISORS; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL/ADMIN; SINCE 1/2026; 160 HRS/MO 3) THE PATRIOT FINANCIAL GROUP, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, ADMIN, FINANCIAL PROFESSIONAL 4) KAPPA KAPPA PSI; STILLWATER, OK; NON-INVESTMENT RELATED; NON-PROFIT ORGANIZATION; ELECTED BOARD OF TRUSTEE MEMBER; SINCE 7/2025; 16 HRS/MO 5) ARRANGED BY MK, LLC; NON-INVESTMENT RELATED; SAME AS REGISTERED LOCATION, OWNER; TRAVEL AGENCY; SINCE 8/2025; 40 HRS/MO; 6) NAME OF OTHER BUSINESS: BOMB PARTY DBA WHAT THE LUXE WITH MOLLY K; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RETAIL; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SELL JEWELRY VIA SURPRISE JEWELRY REVEALS ON THE INTERNET AND AT IN PERSON EVENTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-27
S63 Uniform Securities Agent State Law Examination 2017-06-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-06-23
Other Names
  • Molly K Kuchan
  • Molly Kuchan

View on SEC IAPD

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