Robert J. Kuehl
H. C. DENISON CO.
Sheboygan, WI 53081
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CRD#: 2221683
Professional summary
Robert Joseph Kuehl, CFP®, who also goes by Robert Joseph Khehl, is a registered financial advisor currently at H. C. DENISON CO. located in Sheboygan, Wisconsin.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 2 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Robert Joseph Khehl
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.
Will be a dually registered Registered Representative and an IAR of H.C. Denison Co. As a registered representative, he receives a commission from these activities. From time to time, he will offer clients advice or products from this activity. Robert Kuehl is an independent licensed insurance agent. He receives a commission from these activities. From time to time, he will offer clients advice or products from this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Kuehl's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert Joseph Kuehl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
April 25, 2022 - Present
H. C. DENISON CO.
Office #1: 618 North 7th Street, Sheboygan, WI 53081Office #2: 618 North 7th Street, Sheboygan, WI 53081RIA
BD
CRD#: 1628
Sheboygan, WI
Current
October 26, 1992 - Present
H. C. DENISON CO.
Office #1: 618 North 7th Street, Sheboygan, WI 53081Office #2: 618 North 7th Street, Sheboygan, WI 53081RIA
BD
CRD#: 1628
Sheboygan, WI
Past
March 17, 1992 - October 21, 1992
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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".
H. C. DENISON CO.
H. C. DENISON CO.
CRD#: 1628 / SEC#: 801-131334, 8-44
RIA
Registered Investment Advisory firm - SEC (10/23/2024 Approved)Wisconsin
Registered Investment Advisory firm - SEC (11/27/2024 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/11/2013)
RR
Arizona(12/7/2009)
RR
California(10/27/2009)
RR
Colorado(3/18/2010)
RR
Connecticut(3/6/2019)
RR
Florida(3/18/2010)
RR
Georgia(1/2/2013)
RR
Illinois(3/18/2010)
RR
Indiana(12/10/2009)
RR
Kansas(11/17/2009)
RR
Kentucky(10/16/2009)
RR
Louisiana(10/16/2009)
RR
Maine(2/13/2023)
RR
Maryland(1/6/2010)
RR
Michigan(10/28/2009)
RR
Minnesota(10/7/2009)
RR
Missouri(2/17/2010)
RR
Nevada(2/25/2010)
RR
New Jersey(3/28/2023)
RR
New Mexico(12/4/2018)
RR
New York(10/16/2009)
RR
North Carolina(2/26/2010)
RR
Ohio(4/17/2017)
RR
Pennsylvania(2/21/2023)
RR
Tennessee(4/10/2017)
RR
Texas(2/9/2010)
RR
Utah(6/11/2013)
RR
Virginia(3/4/2010)
RR
Washington(9/28/2016)
RR
Wisconsin(10/26/1992)
IAR
Wisconsin(4/25/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/14/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
H. C. DENISON CO.
H. C. DENISON CO.
CRD#: 1628 / SEC#: 801-131334, 8-44
RIA
Registered Investment Advisory firm - SEC (10/23/2024 Approved)Wisconsin
Registered Investment Advisory firm - SEC (11/27/2024 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
618 North 7th Street, Sheboygan, WI 53081
Mailing Address
P.o. Box 28, Sheboygan, WI 53082-0028
Phone number
(920) 457-9451
Established
Wisconsin since 08/30/1949
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
4
SEC notice filing (1 States and Territories)
FINRA licenses (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 541 |
| AUM (Assets Under Management) | $ 177,342,193 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
H. C. DENISON CO.
CRD#: 1628Sheboygan, WI 53081TRUST BUT VERIFY
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Contact information
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