CK
CK

Caleb Benjamin Kuhn

2 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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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.

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Other Business ActivitiesSells Insurance

Caleb is a licensed insurance agent since June 2023, operating under 49 Financial and providing fixed insurance services. This activity takes about a quarter of his time.

Employment History
Current Registrations
49 Financial
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - December 2024 · 5 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2023 - January 2024 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Caleb Benjamin Kuhn - Financial Advisor | TrueAdvisor