Mitchell Davis Kuhn
Investment adviser representative at Omega Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$552.4MFirm assets
13 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
- Seminars and workshops
Experience
10 years in the industry.
- Omega Financial Group, LLCMar 2026 to now
- Ocean Rhythms Surf CoachingApr 2022 to Jan 2026
- Gisborne District CouncilNov 2019 to Jan 2026
- SabbaticalApr 2019 to Nov 2019
- Marlborough District CouncilDec 2018 to Apr 2019
- UnemployedMar 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Omega Financial Group, LLC
$552.4MAssets managed
324Clients
2Advisers
13 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
- 8247450
- Firm CRD
- 164147