Nathaniel Kuhn is a registered investment advisor, based in Schaumburg, IL, with 23 years of industry experience.
Location
1827 Walden Office Sq, #500, Schaumburg, IL, 60173
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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 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
Kuhn Wealth Management INC.
Previous Registrations
Concorde Investment Services, LLCBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations25 states
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