MK
MK

Matthew Kuhn

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
275 clients
Average Client Portfolio
$371K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:None
Loading...

Location

1827 Walden Office Sq, #500, Schaumburg, IL, 60173

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew works as a wealth management advisor at Kuhn Wealth Management, providing financial plans and investment advice. This takes about 10-20% of his time.

Employment History
Current Registrations
Dai Securities, LLCBroker
February 2020 - Present · 6 yrs
Dai Securities, LLC
February 2020 - Present · 6 yrs
Kuhn Wealth Management INC.
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Concorde Investment Services, LLCBroker
November 2013 - February 2020 · 6 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
June 2010 - November 2011 · 1 yr 5 mos
Northwestern Mutual Investment Services,llc
June 2010 - November 2011 · 1 yr 5 mos
Investacorp Advisory Services INC
February 2008 - May 2010 · 2 yrs 3 mos
Investacorp, INC.Broker
August 2006 - May 2010 · 3 yrs 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.