Michael P. Kuehn

VERITY INVESTMENT PARTNERS

BEAUFORT, SC 29902

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CRD#: 5241951

Professional summary

Michael Paul Kuehn, CFA, who also goes by Mick Kuehn, is a registered financial advisor currently at VERITY INVESTMENT PARTNERS located in Beaufort, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mick Kuehn

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Kuehn's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

January 13, 2021 - Present

VERITY INVESTMENT PARTNERS

Office #1: 2015 Boundary Street 2nd Floor, Beaufort, SC 29902

RIA

CRD#: 119630

BEAUFORT, SC

Past

April 4, 2019 - December 31, 2020

VERITY INVESTMENT PARTNERS

RIA

CRD#: 119630

BEAUFORT, SC

Past

October 2, 2017 - March 28, 2019

DIVIDEND ASSETS CAPITAL, LLC

RIA

CRD#: 129973

RIDGELAND, SC

Past

January 8, 2007 - October 7, 2015

ICON ADVISERS, INC.

RIA

CRD#: 108268

GREENWOOD VILLAGE, CO

Past

November 30, 2006 - October 7, 2015

ICON DISTRIBUTORS, INC.

CRD#: 28568

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".

VERITY INVESTMENT PARTNERS

VERITAS ASSET MANAGEMENT, LLC | VERITY INVESTMENT PARTNERS | VERITY INVESTMENT MANAGEMENT | VERITY AND VERITY, LLC

CRD#: 119630 / SEC#: 801-63829

RIA

Registered Investment Advisory firm - (1/14/2005 Approved)

South Carolina

Registered Investment Advisory firm - (1/20/2005 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(1/13/2021)

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

IAR

Series 66

Date: 1/5/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/7/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2006

General Securities Representative Examination

Current Firm

VERITY INVESTMENT PARTNERS

VERITAS ASSET MANAGEMENT, LLC | VERITY INVESTMENT PARTNERS | VERITY INVESTMENT MANAGEMENT | VERITY AND VERITY, LLC

CRD#: 119630 / SEC#: 801-63829

RIA

Registered Investment Advisory firm - (1/14/2005 Approved)

South Carolina

Registered Investment Advisory firm - (1/20/2005 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2002 Terminated)

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Contact information

Main Address

2015 Boundary Street 2nd Floor, Beaufort, SC 29902

Mailing Address

P.o. Box 1086, Beaufort, SC 29901

Phone number

(843) 379-6661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERITY INVESTMENT MANAGEMENT_ADV2A (3/28/2025)

VERITY INVESTMENT PARTNERS_ADV2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	993
AUM (Assets Under Management)	$ 1,205,925,960

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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Michael P. Kuehn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Kuehn's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITY INVESTMENT PARTNERS

DIVIDEND ASSETS CAPITAL, LLC

ICON ADVISERS, INC.

ICON DISTRIBUTORS, INC.

Primary Firm SEC Registration

VERITY INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2007

SIE

Date: 10/7/2015

Series 7

Date: 11/29/2006

Current Firm

VERITY INVESTMENT PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERITY INVESTMENT PARTNERS

TRUST BUT VERIFY

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