Curtis Uhlenhake
Curtis Uhlenhake is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, OH, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2299 Miamisburg Centerville Road, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is involved with McGillivary & Ippisch Wealth Advisors as a support company, dedicating minimal time. He also works as a basketball referee for local schools and organizations, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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