AdvisorOS Directory
Claim Profile
SK

Steve Lee Kuhlman

SHEPHERD FINANCIAL PARTNERS, LLC·WINCHESTER, Massachusetts
Unclaimed Profile
1004 MAIN STREET, WINCHESTER, MA 01890CRD# 2932993Firm CRD# 169093
01

About

Steve Lee Kuhlman is a registered financial advisor based in WINCHESTER, Massachusetts, affiliated with SHEPHERD FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC
AUM
$975M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SHEPHERD FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2932993
Firm CRD# 169093
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINCHESTER?

Browse all registered financial advisors in WINCHESTER, Massachusetts or claim this profile if it's yours.

Browse WINCHESTER 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 Steve Lee Kuhlman offer?
Steve Lee Kuhlman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Massachusetts for a consultation.
What are Steve Lee Kuhlman's credentials?
Steve Lee Kuhlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Lee Kuhlman located?
Steve Lee Kuhlman is based in WINCHESTER, Massachusetts, working with SHEPHERD FINANCIAL PARTNERS, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Steve Lee Kuhlman charge for services?
Steve Lee Kuhlman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHEPHERD FINANCIAL PARTNERS, LLC?
SHEPHERD FINANCIAL PARTNERS, LLC has approximately 23 employees and manages $975M 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 WINCHESTER
Zachary Conover Bouchard — BOSTON STANDARD WEALTH MANAGEMENT, LLCRobert Walter Tafuri — BOSTON STANDARD WEALTH MANAGEMENT, LLCLee Graham Eudy — BOSTON STANDARD WEALTH MANAGEMENT, LLCRobert Mark Shepherd — SHEPHERD FINANCIAL PARTNERS, LLCMark Steven Waterhouse — SHEPHERD FINANCIAL PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile