Advisor at Kuhn & Company Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kuhn & Company Investment Counsel, LLC
Location
Herndon, VA
Credentials
Series 65
Industry experience
< 1 year
Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at JP Morgan Chase, Simplicity Wealth Management, Raymond James, and self-employment. He has also been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates tailored portfolios using various strategies and instruments, offers comprehensive written plans, 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
Herndon, VA
Illinois · Virginia
Kuhn & Company Investment Counsel, LLC
2025 - Present (1 year)
JP Morgan Chase
2024 - 2025 (1 year)
Self Employed
2023 - 2024 (1 year)
Simplicity Wealth Management
2022 - 2023 (1 year)
Grant Park Music Festival
2022 - 2022 (1 year)
Raymond James
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
St. Stanislaus Kostka Academy
2018 - 2020 (2 years)
St. Mildred's Catholic Church
2016 - 2018 (2 years)
University of Cincinnati
2014 - 2016 (2 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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