Unclaimed Profile

David William Kuhr

SAFEGUARD SECURITIES, INC.·MAYFIELD HEIGHTS, Ohio

SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 53, Series 63, Series 66, Series 79TO, Series 99TOClean record6 years registeredSAFEGUARD SECURITIES, INC.

6060 PARKLAND BOULEVARD, MAYFIELD HEIGHTS, OH 44124CRD# 2317114Firm CRD# 31256

Profile Verification

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

Identity

David William Kuhr · MAYFIELD HEIGHTS, OH

Registration

CRD #2317114 · SAFEGUARD SECURITIES, INC. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAFEGUARD SECURITIES, INC.

NORTHSTAR FIDUCIARY PARTNERS, LLC

Feb 2023 – Apr 2024

Cleveland, OH

BLUE TREE WEALTH ADVISORS LLC

May 2020 – Apr 2021

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 27

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · May 6, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANCORA RETIREMENT PLAN ADVISORS, LLC

CRD 31256 · SEC 801-67475

AUM

$1.1B

Regulatory assets under management

Employees

149 client accounts

Services offered by ANCORA RETIREMENT PLAN ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David William Kuhr offer?

David William Kuhr specializes in Investment Management.

What are David William Kuhr's credentials?

David William Kuhr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Kuhr located?

David William Kuhr is based in MAYFIELD HEIGHTS, Ohio, last registered with SAFEGUARD SECURITIES, INC..

How does David William Kuhr charge for services?

David William Kuhr's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAFEGUARD SECURITIES, INC.?

SAFEGUARD SECURITIES, INC. has approximately 42 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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