Brian Phillips
Investment adviser representative at Kuhn Capital Partners
16 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
16 years in the industry.
- Kuhn Capital PartnersJan 2025 to now
- Rmb CapitalJun 2021 to Dec 2024
- Busey Wealth ManagementMar 2020 to Jun 2021
- Illinois State UniversityAug 2017 to Apr 2021
- Glanbia NutritionalsApr 2017 to Aug 2017
- Supreme Courts - BasketballJan 2015 to Apr 2017
- StudentJun 2010 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6963040
- Firm CRD
- 283028