Charlie Joseph Kuhn
Investment adviser representative at Rothschild Investment
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
55 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Rothschild Investment LLCDec 2025 to now
- JPMorgan Chase Bank NAJul 2024 to Nov 2025
- JPMorgan Securities LLCJul 2024 to Nov 2025
- Northeast Illinois CouncilJun 2022 to Aug 2022
- Parlor DoughnutsMar 2022 to Jun 2024
- Indianapolis ColtsAug 2021 to Jan 2022
- UpsDec 2020 to Jan 2021
- Glenview Park DistrictJun 2020 to Aug 2020
- Nordstrom IncJun 2019 to Aug 2019
- Northeast Illinois CouncilJun 2018 to Aug 2018
- Makajawan Scout ReservationJun 2016 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rothschild Investment
Legal name: Rothschild Investment LLC
$2.8BAssets managed
1,246Clients
14Advisers
55 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
- 7948669
- Firm CRD
- 728