Kevin
Kuhn

Kuhn & Company Investment Counsel, LLC

CRD#6142849
Investment Advisor
in Chicago, IL

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About this Advisor

Kevin Kuhn is a financial advisor who works out of Chicago, Illinois, with 4 years of industry experience. Kuhn currently works for Kuhn & Company Investment Counsel, LLC. During their career, the advisor has held roles at Citadel Securities LLC, Commonwealth Financial Network, Kuhn & Company Cpa'S, Pc and Kuhn & Company Investment Counsel, LLC. Kuhn has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Kuhn & Company Investment Counsel, LLC is a registered investment firm operating out of Chicago, IL. It has just three advisors. It oversees $109 million in assets under management between its 137 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 137 client accounts, 60% are associated with high-net-worth individuals who have at least $1 million in investable assets. Kuhn & Company Investment Counsel, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice usually depend on the services offered. However, fees charged by Kuhn & Company Investment Counsel, LLC can include asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8770 W Bryn Mawr Ave Suite 710
Chicago, IL 60631

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Kuhn & Company Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$108,489,465

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

137

IL Average: 2,564
Average Account Size

$791,894

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Kevin Kuhn Work History

Kevin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kuhn & Company Investment Counsel, LLC

2016 - Present (8 years)

Kuhn & Company Cpa'S, Pc

2018 - 2019 (1 year)

Commonwealth Financial Network

2017 - 2019 (2 years)

Commonwealth Financial Network

2016 - 2019 (3 years)

Commonwealth Financial Network

2015 - 2016 (1 year)

Citadel Securities LLC

2013 - 2015 (2 years)

Citadel Securities LLC

2012 - 2013 (1 year)

Citadel Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Kuhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kuhn & Company Investment Counsel, LLC

Kevin Kuhn
Chicago, IL
James Kuhn
Chicago, IL
John Robertson
Wilmette, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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