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Paul Kuhn

13 Years of Experience
Boulder City, NV
BrokerSells Insurance

Paul Kuhn is a registered investment advisor, based in Boulder City, NV, with 13 years of industry experience.

Location

Boulder City, NV

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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

Paul is an insurance agent selling insurance products through Avantax, and also sells fixed indexed annuities. He is also the president of a BNI networking group and the owner of Redbeard Financial, his DBA through Avantax, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2024 - September 2025 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
January 2024 - September 2025 · 1 yr 8 mos
LPL Financial LLC
July 2021 - January 2024 · 2 yrs 6 mos
LPL Financial LLCBroker
July 2021 - January 2024 · 2 yrs 6 mos
Waddell & ReedBroker
December 2019 - July 2021 · 1 yr 7 mos
Waddell & Reed
December 2019 - July 2021 · 1 yr 7 mos
Edward Jones
October 2019 - November 2019 · 1 mo
Edward JonesBroker
October 2019 - November 2019 · 1 mo
Avantax Advisory Services
November 2016 - October 2019 · 2 yrs 11 mos
H.D. Vest Advisory Services, INC
September 2015 - September 2016 · 1 yr
Avantax Investment Services, INC.Broker
September 2015 - October 2019 · 4 yrs 1 mo
Transamerica Financial Advisors, INC.
March 2013 - October 2015 · 2 yrs 7 mos
Transamerica Financial Advisors, INCBroker
October 2012 - October 2015 · 3 yrs
State Registrations17 states
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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.
Paul Kuhn - Financial Advisor | TrueAdvisor