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Donald Kuhs

45 Years of Experience
Austin, TX
BrokerSells Insurance

Donald Kuhs is a registered investment advisor, based in Austin, TX, with 45 years of industry experience.

Location

1015 Beecave Woods Dr, Suite100, Austin, TX, 78676

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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

Donald owns Integrated Financial Planning Center since 1977, spending minimal time on it, and also works as an advisor there since 1982, dedicating about a quarter of his time. He also owns rental real estate and is a sales agent for Legal Shield/Pre-Paid Legal Services, spending minimal time on each.

Employment History
Current Registrations
Kingswood Capital Partners, LLC
December 2021 - Present · 4 yrs 5 mos
Kingswood Wealth Advisors, LLC
December 2021 - Present · 4 yrs 5 mos
Kingswood Capital Partners, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Integrated Financial Planning Center, LLC
May 2021 - December 2022 · 1 yr 7 mos
Royal Alliance Associates, INC.Broker
November 1989 - December 2021 · 32 yrs 1 mo
Royal Alliance Associates, INC.
November 1989 - December 2021 · 32 yrs 1 mo
Integrated Resources Equity CorporationBroker
March 1981 - November 1989 · 8 yrs 8 mos
State Registrations19 states
ALCACOCTFLGAILINMAMDNCNDNHNVOHORSCTXWA
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.
Donald Kuhs - Financial Advisor | TrueAdvisor