Unclaimed Profile

James Joseph Kuhn

KUHN & COMPANY INVESTMENT COUNSEL, LLC·NAPERVILLE, Illinois

SIE, Series 6, Series 7, Series 66Clean record24 years registeredKUHN & COMPANY INVESTMENT COUNSEL, LLC

1730 PARK ST., NAPERVILLE, IL 60563CRD# 4320507Firm CRD# 306434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Kuhn · NAPERVILLE, IL

Registration

CRD #4320507 · KUHN & COMPANY INVESTMENT COUNSEL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

KUHN & COMPANY INVESTMENT COUNSEL, LLC

Dec 2019 – present

COMMONWEALTH FINANCIAL NETWORK

Nov 2004 – Nov 2019

Roselle, IL

LINCOLN FINANCIAL ADVISORS CORPORATION

Jul 2002 – Nov 2004

OAKBROOK TERRACE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · July 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KUHN & COMPANY INVESTMENT COUNSEL, LLC

CRD 306434 · SEC 801-126088

AUM

$131M

Regulatory assets under management

Employees

136 client accounts

Services offered by KUHN & COMPANY INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KUHN & COMPANY INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does James Joseph Kuhn offer?

James Joseph Kuhn specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are James Joseph Kuhn's credentials?

James Joseph Kuhn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Kuhn located?

James Joseph Kuhn is based in NAPERVILLE, Illinois, working with KUHN & COMPANY INVESTMENT COUNSEL, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does James Joseph Kuhn charge for services?

James Joseph Kuhn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KUHN & COMPANY INVESTMENT COUNSEL, LLC?

KUHN & COMPANY INVESTMENT COUNSEL, LLC has approximately 3 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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