Robert Justin Kuhnhein
Investment adviser representative at Legacy Financial Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Legacy Financial Advisors, Inc.Apr 2019 to now
- Truepoint Wealth CounselMar 2018 to Apr 2019
- Randolph Co IncApr 2017 to Mar 2018
- Opus Capital ManagementApr 2012 to Apr 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KY).
Legacy Financial Advisors, Inc.
$1.5BAssets managed
1,065Clients
13Advisers
15 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
- 6622945
- Firm CRD
- 158675