Paul M. Kuveke

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CRD#: 1761862

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Martin Kuveke III, ChFC®, CLU®, CPWA®, who also goes by Paul M Kuveke III, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1989. Paul had worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Paul M Kuveke Iii

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.

1) Kuveke Benefits, LLC. Investment-related. Located at 15311 Devon Green Lane, Naples FL, 34110. Employee benefits consulting, health insurance, life insurance, disability insurance, and long-term care insurance sales. CEO. Starting 4/1992. Approximately 5 hours per month. Duties: Sales and servicing of insurance clients. 2) Money Mind Matters LLC. Investment-related. Located at 5311 Devon Green Lane, Naples, FL 34110. Wealth Coaching and Education. CEO. Starting 6/2021. Approximately 10 hours per month. Duties include research and writing of educational content.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

CRD#: 6694

WILTON, CT

Past

February 14, 1989 - November 18, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/7/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/29/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/1989

General Securities Representative Examination

Current Firm

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

Mailing Address

Phone number

(239) 330-4183

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)

NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 356,289,605

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul M. Kuveke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

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NEW ENGLAND SECURITIES

Primary Firm SEC Registration

NAPLES WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 63

Date: 2/7/1989

SIE

Date: 11/29/2017

Series 7

Date: 2/11/1989

Current Firm

NAPLES WEALTH PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPLES WEALTH PLANNING

TRUST BUT VERIFY

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