Advisor at Kuhn & Company Investment Counsel, LLC
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Firm
Kuhn & Company Investment Counsel, LLC
Location
Chicago, IL 60631
Credentials
Series 66
Industry experience
24 years
James Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Kuhn & Company Investment Counsel since 2014, with prior experience at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn is a Certified Public Accountant at Kuhn & Company CPAs Holdings, PLLC, offering accounting, tax, and attestation services. Kuhn & Company Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm designs tailored portfolios using a variety of strategies and instruments, conducts ongoing account reviews, and maintains an affiliation with an accounting practice.
Based on Kuhn & Company Investment Counsel, LLC
Based on Kuhn & Company Investment Counsel, LLC
0.85% annually
$250 per hour
Account minimum: $100,000
8770 W Bryn Mawr Ave, Suite 710
Chicago, IL 60631
Illinois
Kuhn & Company Investment Counsel, LLC
2019 - Present (7 years)
Kuhn & Company Investment Counsel, LLC
2014 - Present (12 years)
Cannata, Bertuccio & Associates
2004 - 2019 (15 years)
Commonwealth Financial Network
2004 - 2019 (15 years)
KUHN & COMPANY CPA's HOLDING, PPLLC
1997 - Present (29 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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