Ryan Dean Kuhn
Investment adviser representative at Ep Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Ryan Dean Kuhn? 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
13 years in the industry.
- Ep Wealth Advisors, LLC.Jul 2019 to now
- Pathlight InvestorsNov 2018 to Jul 2019
- WageworksMay 2017 to Nov 2018
- Oasis SalesJul 2014 to May 2017
- Arizona State UniversityAug 2013 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7596222
- Firm CRD
- 111147