James Alan Kuxhaus
Investment adviser representative at Savvy
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you James Alan Kuxhaus? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- SavvyJul 2026 to now
- Directions Wealth ManagementNov 2011 to now
- Jak Enterprises, LLCNov 2011 to now
- Commonwealth Financial NetworkSep 2024 to May 2026
- Cetera Investment Advisers LLCMar 2024 to Sep 2024
- Cetera Advisors LLCAug 2016 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IN).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 4828029
- Firm CRD
- 318493