Kuhn Wealth Management Inc.

Nathaniel Kuhn is a financial advisor with Kuhn Wealth Management Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at DAI Securities, LLC since 2020 and previously at Concorde Investment Services, LLC from 2013 to 2020. Outside of advisory work, Kuhn serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $102 million across about 275 accounts. The firm constructs customized portfolios using ETFs, mutual funds, equities, fixed income, and occasional private placements, employing a variety of analytical approaches and offering services through both direct and third-party managed accounts.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dai Securities LLC and Concorde Investment Services LLC. Kuhn is also involved in fee-based financial planning through Kuhn Wealth Management, preparing financial plans and providing investment advice. Kuhn Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $102.1 million across about 275 accounts. The firm constructs customized portfolios using a range of investment vehicles and analytic approaches, and it serves a diverse client base including institutional investors.

Daniel Levy is a Series 66-licensed financial advisor with nine years of industry experience. He is currently a wealth advisor at Kuhn Wealth Management Inc. and has previously worked at Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $102.1 million across about 275 accounts. The firm constructs customized portfolios using a mix of ETFs, mutual funds, equities, fixed income, and occasional private placements, employing various analytic approaches and modern portfolio theory.