RK
RK

Ronald Kuhn

21 Years of Experience
Honolulu, HI
BrokerSells Insurance

Ronald Kuhn is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

745 Fort Street, 1614, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald is an agent for Crown Wealth Management, selling fixed annuities, life insurance, disability insurance, and LTC insurance, dedicating a few hours per week. He also refers clients to Legal Shield for identity protection services and occasionally helps his wife with her real estate staging business, Kat Kuhn Design House, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Advisory Services
October 2010 - September 2016 · 5 yrs 11 mos
Vsr Financial Services, INC.Broker
October 2010 - September 2016 · 5 yrs 11 mos
AXA Advisors, LLC
December 2004 - October 2010 · 5 yrs 10 mos
AXA Advisors, LLCBroker
June 2004 - October 2010 · 6 yrs 4 mos
State Registrations12 states
AZCAFLGAHINENJOHORSDTNWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ronald Kuhn - Financial Advisor | TrueAdvisor