RK
Rhonda M. Kuhn
AUTOMATED FINANCIAL PLANNING
MIAMI, FL 33156
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CRD#: 1753325
RK
Professional summary
Rhonda Marla Kuhn is a registered financial advisor currently at AUTOMATED FINANCIAL PLANNING, INC. located in Miami, Florida and ARCHER INVESTMENT CORPORATION located in Miami, Florida.
Rhonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Rhonda has worked at 3 firms and has passed the SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Automated Financial Planning~'NIR'~15715 S Dixie Highway, Suite 304~Miami~FL~33157~Marketing/Sales Manager~Sales Associate/Executive~12/1/1998~10hrs~0hrs~marketing executivesmall business assistance, budget and cost, products and services|Automated Accounting for Small Busi~'NIR'~15715 S. Dixie Highway, Suite 304~Miami~FL~33157~Tax Preparation/Accounting~Employee~1/1/2006~40hrs~0hrs~Tax Preparation/Accounting|Automated Fin'l. Plnng., Inc.~'NIR'~15715 S Dixie Highway, Suite 304~Miami~FL~33157~Independent Insurance Agent~Insurance Sales Agent~3/1/1996~20hrs~0hrs~insurance agent|
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 6, 1989 - Present
AUTOMATED FINANCIAL PLANNING, INC.
Office #1: 9350 S. Dixie Highway, Suite 210, Miami, FL 33156RIA
CRD#: 141869
MIAMI, FL
Current
June 21, 2022 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 15715 S Dixie Highway Suite 231, Miami, FL 33157RIA
CRD#: 136403
Miami, FL
Past
November 12, 1987 - April 7, 2022
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PALMETTO BAY, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/6/1989)
Exams
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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Company Information
ARCHER INVESTMENT CORPORATION
CRD#: 136403Miami, FL 33156TRUST BUT VERIFY
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