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Daniel Robert Kumlander

LUTHER FOREST WEALTH ADVISORS, L.L.C.·MALTA, New York
Clean recordLUTHER FOREST WEALTH ADVISORS, L.L.C.
2715 ROUTE 9, MALTA, NY 12020CRD# 4503688Firm CRD# 142714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robert Kumlander · MALTA, NY
Registration
CRD #4503688 · LUTHER FOREST WEALTH ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Robert Kumlander is a registered financial advisor based in MALTA, New York, affiliated with LUTHER FOREST WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LUTHER FOREST WEALTH ADVISORS, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.
AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4503688
Firm CRD# 142714
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Robert Kumlander offer?
Daniel Robert Kumlander specializes in Financial Planning, Investment Management. Contact their office in MALTA, New York for a consultation.
What are Daniel Robert Kumlander's credentials?
Daniel Robert Kumlander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Kumlander located?
Daniel Robert Kumlander is based in MALTA, New York, working with LUTHER FOREST WEALTH ADVISORS, L.L.C.. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Daniel Robert Kumlander charge for services?
Daniel Robert Kumlander'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 LUTHER FOREST WEALTH ADVISORS, L.L.C.?
LUTHER FOREST WEALTH ADVISORS, L.L.C. has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C.

Robert Richard Roback Jr.
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Kenneth Edward Hay
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Timothy William Pehl
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