Matthew Kuhn is a registered investment advisor, based in Schaumburg, IL, with 17 years of industry experience.
Location
1827 Walden Office Sq, #500, Schaumburg, IL, 60173
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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.
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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 2 mos
Dai Securities, LLC
February 2020 - Present · 6 yrs 2 mos
Kuhn Wealth Management INC.
November 2013 - Present · 12 yrs 5 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
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Exams
No exam information available for this advisor.