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Joseph Michael Ledgerwood

R.V. KUHNS & ASSOCIATES, INC.·PORTLAND, Oregon
R.V. KUHNS & ASSOCIATES, INC.
222 SW COLUMBIA STREET, SUITE 600, PORTLAND, OR 97201CRD# 5088751Firm CRD# 18005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Ledgerwood · PORTLAND, OR
Registration
CRD #5088751 · R.V. KUHNS & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Joseph Michael Ledgerwood is a registered financial advisor based in PORTLAND, Oregon, affiliated with R.V. KUHNS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
R.V. KUHNS & ASSOCIATES, INC.
RVK, INC.
AUM
$1.1B
Regulatory assets under management
Employees
137
Total firm employees
View all advisors at R.V. KUHNS & ASSOCIATES, INC. →
Services
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Hourly charges
Subscription fees
Other: % BASIS PT. ON PORTFOLIO VALUE
Regulatory
SEC/IARD CRD# 5088751
Firm CRD# 18005
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Michael Ledgerwood offer?
Joseph Michael Ledgerwood is a registered financial advisor in PORTLAND, Oregon. Contact their office for details on services offered.
What are Joseph Michael Ledgerwood's credentials?
Joseph Michael Ledgerwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Ledgerwood located?
Joseph Michael Ledgerwood is based in PORTLAND, Oregon, working with R.V. KUHNS & ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joseph Michael Ledgerwood charge for services?
Joseph Michael Ledgerwood's firm is compensated through hourly charges, subscription fees, other: % basis pt. on portfolio value. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.V. KUHNS & ASSOCIATES, INC.?
R.V. KUHNS & ASSOCIATES, INC. has approximately 137 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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Other Advisors at R.V. KUHNS & ASSOCIATES, INC.

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Todd David Shupp
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Amy Hsiang-Wei
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Anthony Keith Johnson
PORTLAND, OR
Jonathan K. Kowolik
PORTLAND, OR

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Research
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