Unclaimed Profile

Jeremy Karl Kuhlen

CAPGROUP ADVISORS, LLC·RICHMOND, Virginia

Series 65Clean record22 years registeredCAPGROUP ADVISORS, LLC

7100 FOREST AVE., RICHMOND, VA 23226CRD# 4748566Firm CRD# 139874

Profile Verification

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

Identity

Jeremy Karl Kuhlen · RICHMOND, VA

Registration

CRD #4748566 · CAPGROUP ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Mar 2015 – present

CAPGROUP ADVISORS

Jan 2013 – Mar 2015

RICHMOND, VA

MENTOR WEALTH MANAGEMENT

Jul 2009 – Mar 2013

RICHMOND, VA

FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT

Feb 2004 – Jun 2009

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPGROUP ADVISORS, LLC

CRD 139874 · SEC 801-66418

AUM

$1.2B

Regulatory assets under management

Employees

516 client accounts

Services offered by CAPGROUP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPGROUP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Karl Kuhlen offer?

Jeremy Karl Kuhlen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Jeremy Karl Kuhlen's credentials?

Jeremy Karl Kuhlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Karl Kuhlen located?

Jeremy Karl Kuhlen is based in RICHMOND, Virginia, working with CAPGROUP ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Jeremy Karl Kuhlen charge for services?

Jeremy Karl Kuhlen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPGROUP ADVISORS, LLC?

CAPGROUP ADVISORS, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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