John Kuhlman,
John Kuhlman, is a registered investment advisor at RBC Capital Markets, LLC, based in Oakbrook Terrace, IL, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
Two Mid America Plaza, Suite 500 South, Oakbrook Terrace, IL, 60181-4715
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2010Customer Dispute
July 2001Customer Dispute
May 1982Other Business Activities
John is an owner of a real estate ownership entity and a passive investor in a restaurant since 2006. He also works as an independent contractor/consultant for an industrial real estate construction company and serves on the board of directors for a marketplace e-lending company.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.