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Eric Stanley Shaffer

Investment adviser representative at Kuhn Capital Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.9MFirm assets

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How the firm charges

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

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Kuhn Capital PartnersMar 2020 to now
  2. 360 Wealth Management, LLCAug 2014 to now
  3. LPL Financial, LLCAug 2014 to Mar 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

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

Kuhn Capital Partners

Legal name: Kuhn Capital Partners, LLC

$169.9MAssets managed
271Clients
4Advisers
1 yearIn 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
2626686
Firm CRD
283028
Advisor's SEC record (opens in a new tab)
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