John Kuddes is a registered investment advisor at Wealth Management Consultants, LLC, based in Lawrence, KS, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Location
Lawrence, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the sole member/owner of Kuddes Capital Management, LLC for tax and accounting purposes and the author of a book on investing. He is also the CEO of a CEO peer advisory group, taking about 10-20% of his time, and a board member for two ESOPs, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Management Consultants, LLC
Previous Registrations
Two West Capital Advisors LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.