Unclaimed Profile

Todd David Shupp

R.V. KUHNS & ASSOCIATES, INC.·PORTLAND, Oregon

R.V. KUHNS & ASSOCIATES, INC.

1211 SW 5TH AVENUE, SUITE 900, PORTLAND, OR 97204CRD# 3012251Firm CRD# 18005

Profile Verification

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

Identity

Todd David Shupp · PORTLAND, OR

Registration

CRD #3012251 · R.V. KUHNS & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Todd David Shupp 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.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Hourly charges

Subscription fees

Other: % BASIS PT. ON PORTFOLIO VALUE

Regulatory

SEC/IARD CRD# 3012251

Firm CRD# 18005

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd David Shupp offer?

Todd David Shupp is a registered financial advisor in PORTLAND, Oregon. Contact their office for details on services offered.

What are Todd David Shupp's credentials?

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

Where is Todd David Shupp located?

Todd David Shupp 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 Todd David Shupp charge for services?

Todd David Shupp'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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