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Donald Eugene Kuhn

Investment adviser representative at Transamerica Financial Advisors, LLC
48 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

48 years in the industry.

  1. Transamerica Financial Advisors, LLCJan 2012 to now
  2. Kuhn Tax Advisors,. IncJan 2009 to now
  3. Berne Volunteer Fire DepartmentFeb 2006 to now
  4. Golden Rule Insurance Co.Aug 2005 to now
  5. WfgiaJun 2001 to now
  6. House RentalNov 1978 to now
  7. Adams County AssessorJan 2007 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (IN).

Transamerica Financial Advisors, LLC

$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1933310
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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