Matthew Kuhn
Investment adviser representative at Kuhn Wealth Management Inc.
13 yearsExperience
1 stateRegistered in
$150.8MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Dai Securities LLCFeb 2020 to now
- Kuhn Wealth Management Inc.Nov 2013 to now
- Kuhn FinancialJan 2013 to now
- Concorde Investment Services LLCNov 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kuhn Wealth Management Inc.
$150.8MAssets managed
276Clients
3Advisers
Under 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
- 5200893
- Firm CRD
- 168727