NK
NK

Nathaniel Michael Kuhn

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
275 clients
Average Client Portfolio
$371K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:None
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Location

1827 Walden Office Sq, #500, Schaumburg, IL, 60173

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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 ActivitiesSells Insurance

Nathaniel is the owner/advisor of Kuhn Wealth Management, an RIA, where he sells securities and fixed insurance. He is also an insurance agent at DAI Agency and the president of Chicagoland 1031 Exchange, advising on 1031 exchanges, taking about a quarter of his time.

Employment History
Current Registrations
Dai Securities, LLCBroker
February 2020 - Present · 6 yrs
Kuhn Wealth Management INC.
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Concorde Investment Services, LLCBroker
November 2013 - February 2020 · 6 yrs 3 mos
Investacorp Advisory Services INC
October 2006 - November 2013 · 7 yrs 1 mo
Investacorp, INC.Broker
July 2003 - November 2013 · 10 yrs 4 mos
Woodbury Financial Services, INC.Broker
January 2003 - July 2003 · 6 mos
State Registrations25 states
AZCACOCTFLGAIAILINMAMDMEMIMNMONCNENJNVNYOHPATXUTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.