Jeffrey Scott Kuest
Professional Summary
Jeffrey Scott Kuest, who also goes by Jeff Scott Kuest, is a registered financial advisor currently at RANGE FINANCIAL GROUP, LLC located in Tigard, Oregon. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 86, Series 31, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Scott Kuest
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT
Contact Information
Main Address
7307 Sw Beveland St #110, Tigard, OR 97223Phone Number
(503) 482-4400# of Employees
9SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,365AUM (Assets Under Management)
$408,081,122Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT
State Registrations and Notice Filings
(4/1/2025)
(4/1/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2005About the Series 87 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2000About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Kuest's CRS (Customer Relationship Summary).
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