James Gerard Huhn

Current Employers

Employment History

• 04/1999 → 09/2017
  Affiliated Planners, Inc.
  Seminole, FL
• 05/2008 → 11/2017
  Sigma Financial Corporation
  Ann Arbor, MI
• 05/2008 → 11/2017
  Sigma Planning Corporation
  Ann Arobr, MI
• 11/2019 → 05/2021
  Brookstone Capital Management
  Wheaton, IL
• 09/2017 → 02/2021
  Jim Buckley & Associates
  Anaheim, CA
• 06/2018 → 02/2019
  Sedgwick Claims Management
  Naperville, IL
• 06/2021 → 04/2022
  The Bottom Line Wealth Management Ltd.
  Toledo, OH
• 06/2021 → 08/2021
  Retirement Income Consultants
  Toledo, OH
• 10/2015 → Present
  Wellness Technologies Group
  Blairsville, GA
• 04/1999 → Present
  James Huhn Sole Proprietor Dba Wrm Advisors, Llc
  Blairsville, GA
• 11/2017 → 06/2018
  Cunningham Lindsey
  Dallas, TX
• 07/2021 → 04/2022
  Sunrift Capital Partners Llc
  Plainfield, IN
• 05/2022 → 07/2022
  Regal Investment Advisors, Llc
  Kentwood, MI
• 08/2022 → 07/2023
  Brookstone Wealth Advisors
  Wheaton, IL
• 08/2023 → 01/2024
  Iams Wealth Management
  Omaha, NE
• 05/2024 → Present
  Foundations Investment Advisors, Llc
  Blairsville, GA

Previous Registrations

• 2023-08-04 → 2024-01-22
  Iams Wealth Management, Llc
  Blairsville, GA
  Omaha, NE
• 2022-08-25 → 2023-07-20
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
  Blairsville, GA
• 2022-05-31 → 2022-07-14
  Regal Investment Advisors Llc
  Blairsville, GA
  Kentwood, MI
• 2021-07-09 → 2022-04-20
  Sunrift Capital Partners Llc
  Blairsville, GA
  Plainfield, IN
• 2021-06-11 → 2022-04-07
  The Bottom Line Wealth Management Ltd.
  Toledo, OH
  Blairsville, GA
• 2019-11-06 → 2021-05-25
  Brookstone Capital Management Llc
  Clearwater, FL
  Wheaton, IL
  Blairsville, GA
• 2008-05-06 → 2017-11-17
  Spc
  Seminole, FL
  Ann Arbor, MI
  Clearwater, FL
• 2008-01-10 → 2008-05-16
  Voya Financial Advisors, Inc.
  Seminole, FL
  Dunedin, FL
  Seminole, FL

Other Businesses

WRM ADVISORS, LLC; INV RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES VARIOUS LINES OF INSURANCE INCLUDING FIXED INDEX ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES; START 04/1999; BLAIRSVILLE, GA; 80 HRS PER MONTH/80 DURING SECURITIES HOURS. OUTSOURCED ESTATE PLANNING SERVICES THOUGH LIFETIME ADVISORS, LLC., 06/2022, 10 HOURS MONTH WOTH APPROX. 5 HOURS/MONTH DURING SECURITES TRADING HOURS. WELLNESS TECHNOLOGIES GROUP; NOT INV RELATED; PRESIDENT; SALES OF NUTRITIONAL AND TECHNOLOGY PRODUCTS; START 10/2015; BLAIRSVILLE, GA; 20 HRS PER MO/0 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-28

Other Names

• James Gerard Huhn
• Ljames Gerard Huhn
• Jim Gerard Huhn