AdvisorOS Directory
Claim Profile
LK

Leonard Gerard Kuhr

ROUNDTABLE HEALTHCARE MANAGEMENT, INC·LAKE FOREST, Illinois
Unclaimed Profile
272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL 60045-5314CRD# 6028447Firm CRD# 161235
01

About

Leonard Gerard Kuhr is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
AUM
$3.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028447
Firm CRD# 161235
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, Illinois or claim this profile if it's yours.

Browse LAKE FOREST AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Leonard Gerard Kuhr offer?
Leonard Gerard Kuhr specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Leonard Gerard Kuhr's credentials?
Leonard Gerard Kuhr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Gerard Kuhr located?
Leonard Gerard Kuhr is based in LAKE FOREST, Illinois, working with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Leonard Gerard Kuhr charge for services?
Leonard Gerard Kuhr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDTABLE HEALTHCARE MANAGEMENT, INC?
ROUNDTABLE HEALTHCARE MANAGEMENT, INC has approximately 29 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE FOREST
Martin Joel Auerbach — Z CAPITAL GROUP, L.L.C.Colleen (nmn) Chandler — VENNWELL, LLCDavid H Melsheimer — NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCRoger Lane Johnson — WESTERN PACIFIC WEALTH MANAGEMENT, LPSusan Reichert Milanak — GEM FINANCIAL ADVISORS, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile