Robert Lawrence Leavitt

Current Employers

Employment History

• 09/2024 → Present
  Principal Life Insurance Company
  Saint Louis, MO
• 09/2024 → Present
  Principal Securities, Inc.
  Saint Louis, MO
• 07/2001 → 09/2024
  Kuhlmann Leavitt, Inc.
  Saint Louis, MO
• 09/2024 → Present
  Kuhlmann Leavitt, Inc.
  Saint Louis, MO
• 02/2026 → Present
  Kuhlmann Financial Services, Inc.
  Saint Charles, MO

Other Businesses

**KUHLMANN LEAVITT, INC. POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2001 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Business entity jointly owned with my wife. She handles all day-to-day operations. I review the financials and audit the payables and vendor contracts. **KLI REAL ESTATE LLC POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2007 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Rental property. **OUTSIDE INSURANCE SALES POSITION: Agent / Broker NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Sales and service of non-proprietary insurance products and services through PPN / Crump and various carriers. **KLI REAL ESTATE IV LLC POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2022 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Rental Property **KLI REAL ESTATE III LLC POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/04/2012 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Rental Property **KLI REAL ESTATE II LLC POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2009 ADDRESS: 7400 Pershing Ave, Saint Louis MO 63130-4019, United States DESCRIPTION: Rental Property **INSURANCE / Kuhlmann Financial Services, Inc. (DBA) POSITION: Registered Representative NATURE: DI/A&H Insurance, Group/Health Insurance, Financial Strategies/Needs Analysis, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL, Seminars/Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 02/16/2026 ADDRESS: 46 Windcastle Drive, Saint Charles MO 63304, United States DESCRIPTION: Assist John Kuhlmann in servicing existing and new clients. Providing financial services: insurance (life, health, dental, vision, disability, long term care, annuities). Managed investments and 401k accounts.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-12

Other Names

• Robert Leavitt