JK
JK

Joseph Kuethe

29 Years of Experience
Loveland, OH
Broker

Joseph Kuethe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Loveland, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6361 Branch Hill Guinea Pike, Loveland, OH, 45140

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is a 25% owner of Ascension Partners, LLC, assisting satellite offices, dedicating a few hours per week. He also owns JLK Property Investments, LLC, a commercial building leased to Raymond James, and is the President of Kuethe Wealth Planning, working as a financial advisor about a quarter to half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Edward Jones
March 2007 - March 2021 · 14 yrs
Edward JonesBroker
September 1999 - March 2021 · 21 yrs 6 mos
Proequities, INC.Broker
May 1996 - December 1999 · 3 yrs 7 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNDNENJNVNYOHOKSCSDTNTXWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.