Forrest Duncan Kuchling
Investment adviser representative at North Star Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$289.1MFirm assets
4 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- North Star Advisory Group, LLCJan 2023 to now
- Geauga Financial AdvisorsMay 2022 to Aug 2022
- Door DashAug 2021 to Dec 2022
- Inverness Country ClubAug 2021 to Nov 2022
- Dan Kaminsky CpaFeb 2021 to Aug 2021
- Geauga Financial AdvisorsMay 2020 to Aug 2020
- Bowling Green State UniversityAug 2019 to Dec 2022
- Capps PizzaDec 2018 to Dec 2022
- Berkshire High SchoolAug 2015 to May 2019
- Sandridge Golf ClubMay 2015 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
North Star Advisory Group, LLC
$289.1MAssets managed
484Clients
6Advisers
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
- 7392344
- Firm CRD
- 171694