Richard
Kuhn

Impact Partnership Wealth, LLC

CRD#1627600
Investment Advisor
in York, PA

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About this Advisor

Richard Kuhn is a financial advisor based in York, Pennsylvania, working with Impact Partnership Wealth, LLC. Richard has previously held positions at Sequent Planning, LLC, Richard Kuhn Insurance Agency, Avalon Girl Productions, Impact Partnership Wealth, LLC, and Kuhn Financial Group. Richard has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Pennsylvania. Currently, Richard is part of Impact Partnership Wealth, LLC, which operates out of York, Pennsylvania. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

York, PA

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Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$751,621,346

PA Average: $3,570,121,308
Total Number of Employees

54

PA Average: 58
Total Number of Accounts

7,527

PA Average: 1,608
Average Account Size

$99,857

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Richard Kuhn Work History

2024 - Present (0 year)

Impact Partnership Wealth, LLC

2023 - Present (1 year)

Kuhn Financial Group

2021 - Present (3 years)

Sequent Planning, LLC

2015 - Present (9 years)

Avalon Girl Productions

1981 - Present (43 years)

Richard Kuhn Insurance Agency

Disclosures

Please visit the SEC profile of Richard 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 Impact Partnership Wealth, LLC

Heidi Ricken
Marietta, GA
Shawn Okeefe
Denver, CO
Kevin Rutledge
Egg Harbor Twp, NJ
Lawrence Spoth
Alexandria, VA
Catherine Milano
Marietta, GA
Rick Hoskins
Marietta, GA
Michael Weinberger
Marietta, GA
Jose Torres
Leander, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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