Caitlin Kuhnen is a CFP-designated registered investment advisor, based in Endicott, NY, with 7 years of industry experience.
Location
24 Mckinley Ave, Endicott, NY, 13760
Get directionsHistory
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 Activities
Caitlin operates Visions Investment Services and Visions Wealth Management as DBAs for her LPL business. She dedicates all of her time to Visions Investment Services and minimal time to Visions Wealth Management.
Employment History
Current Registrations
Visions Analysis LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations18 states
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.