Advisor at Wealth Management Consultants, LLC
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Firm
Wealth Management Consultants, LLC
Location
Lawrence, KS
Credentials
Series 63, Series 65
Industry experience
36 years
John Kuddes is a financial advisor with Wealth Management Consultants, LLC in Lawrence, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wealth Management Consultants in 2016, he worked at Commonwealth Financial Network from 2013 to 2016. He is the author of the investing book *Buy When There Is Blood in the Street: Make Money Like the Pros* and serves as CEO of CEO Peer Advisory Group as well as a board member for two employee stock ownership plan companies. Wealth Management Consultants, LLC provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $54 million across about 35 accounts. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with active, in-house management including the use of margin and derivatives, distinguishing itself with a small team and a single-custodian requirement.
Based on Wealth Management Consultants, LLC
$0 - $2,000,000: 1.25% $2,000,001+: Negotiable
Lawrence, KS
Colorado · Kansas · Texas
Wealth Management Consultants, LLC
2016 - Present (10 years)
Commonwealth Financial Network
2013 - 2016 (3 years)
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Other specialized services
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