Laurence G. Kuhl
KUHL INVESTMENTS
LAKE BLUFF, IL
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CRD#: 2920405
Professional summary
Laurence Gregory Kuhl is a registered financial advisor currently at KUHL INVESTMENTS INC. located in Lake Bluff, Illinois.
Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Laurence has worked at 1 firm and has passed the Series 65 exam.
Biography
CPA since 1972.18 years in the Banking Industry, including CEO of 3 US foreign Bank subsidiaries.CPA/PFS (Personal Financial Specialist) since 1996.NAPFA Registered Financial Advisor since 1997.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate and Gift Tax Expertise ...
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
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.
I AM THE OWNER OF KUHL FINANCIAL SERVICES SINCE 1992. THIS BUSINESS IS A SOLE PROPRIETORSHIP INVOLVED IN TAX PREPARATION AND COMPREHENSIVE PERSONAL FINANCIAL PLANNNING, OTHER THAN INVESTMENT ADVISORY SERVICES. I SPEND ABOUT 60% OF MY TIME AT KUHL FINANCIAL SERVICES WHICH IS LOCATED AT 115 GREEN BAY ROAD, LAKE BLUFF, IL 60044-2303.
CRS (Client Relationship Summary) - RIA
Click below to view Laurence Gregory Kuhl'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®
NoneExperience
Current
July 17, 1998 - Present
KUHL INVESTMENTS INC.
RIA
CRD#: 123016
LAKE BLUFF, IL
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
Illinois(7/17/1998)
Current Firm
KI
KUHL INVESTMENTS INC.
KUHL INVESTMENTS INC.
CRD#: 123016 / SEC#:
Illinois
Registered Investment Advisory firm - (7/17/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lake Bluff, IL
Mailing Address
Phone number
(847) 615-7245
Established
Firm type
Fiscal year end
# of Employees
Red Flags
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