John Kuehnle
John Kuehnle is a registered investment advisor at Osaic Institutions, INC., based in Milford, CT, with 25 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
51 Roses Mill Road, Milford, CT, 06460
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
May 2018Other Business ActivitiesSells Insurance
John is an insurance agent selling fixed insurance products for various carriers, dedicating about half of his time, with some activity during securities trading hours. He also made a one-time sale of life insurance to a former client through Mass Mutual.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
MML Investors Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations6 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.
Exams
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