Curtis Kuge

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Wailuku, HI 96793-1274

Credentials

Series 63, Series 66

Industry experience

10 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing

Work history

Edward Jones

2020 - Present (6 years)

UNemployed

2019 - 2020 (1 year)

Lithia Acura Of Honolulu

2019 - 2019 (1 year)

Jn Automotive Group/Velocity Honolulu

2017 - 2019 (2 years)

UNemployed

2016 - 2017 (1 year)

Lithia Acura Of Honolulu

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John V

Series 65, Series 66

Lahaina, HI

Merrill

John Van Steen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that are designed to align with clients’ individual financial goals and the evolving conditions of today’s markets. Leveraging the investment insights of Merrill Lynch Wealth Management alongside the banking and lending solutions from Bank of America, he addresses the diverse aspects of clients’ financial lives. John brings a comprehensive approach to wealth management that begins with listening closely to client needs and ensuring every strategy is grounded in an understanding of their objectives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a High School Diploma from Sleepy Hollow High School, a Bachelor’s Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate from the State University of New York System. John participates in community service in line with Merrill’s tradition of involvement in the communities it serves, dedicating time to volunteering with local organizations. His professional philosophy emphasizes working one-on-one with clients to develop strategies tailored to pursuing their long-term financial goals.

Wealth management

Allen I

CFP®, ChFC®, Series 66

Wailuku, HI

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Dillan R

Series 66

Kihei, HI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Shaun M

CFP®, Series 66

Pukalani, HI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families Divorced

Jennifer R

Series 63, Series 66

Kihei, HI

Edward Jones

Retirement income strategy General retirement planning Wealth management

Edward H

Series 63, Series 65

Lahaina, HI

Merrill

Edward Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized financial strategies that align with clients' individual goals and adapting to changing market conditions. He provides clients with access to Merrill’s investment insights as well as Bank of America's banking and lending solutions. Edward’s areas of expertise include college education planning, retirement income, personal retirement planning, investment consulting for defined contribution and benefit plans, liquidity management, portfolio management, tax minimization, and managing new wealth for both individuals and corporations. He holds the Personal Investment Advisor (PIA) designation. Edward earned a Bachelor's Degree from the University of Southern California and holds two Master’s Degrees from Indiana University and the University of Michigan. He is active in his community, volunteering with local organizations in line with Merrill’s tradition of community involvement. Outside of his professional life, Edward enjoys baseball, basketball, biking, football, golfing, hiking, music, photography, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning
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