Donna Kuhlman
Donna Kuhlman is a registered investment advisor at Cetera Investment Advisers LLC, based in Colesburg, IA, with 18 years of industry experience. Donna 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
Firm Size
IM Fee
Assets Under Management
Location
325 Main Street, Colesburg, IA, 52035
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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
Donna is a notary public, a volunteer for the Make-A-Wish Foundation, and an insurance agent selling life, disability, fixed annuities, and long-term care insurance, spending a few hours per week on insurance sales. Donna also owns Kuhlman Financial Services LLC (insurance services DBA) and KCDAK LLC (real estate holding company).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 states
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