KK
Kevin P. Kuhl
CETERA INVESTMENT ADVISERS LLC
DELANO, MN 55328
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CRD#: 6289249
KK
Professional summary
Kevin Patrick Kuhl, who also goes by Kevin Kuhl, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Delano, Minnesota and CETERA WEALTH SERVICES, LLC located in Delano, Minnesota.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Kuhl
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2014; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: PROFUSION CAPITAL SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA CREATED FOR TAX PURPOSES; START DATE: 01/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: CREATED THIS COMPANY FOR THE PURPOSE OF JOURNALING MY COMMISSIONS AND ADVISORY FEES TO MY BUSINESS FOR TAX PURPOSES; 3. NAME OF OTHER BUSINESS: HARVEST FINANCIAL SERVICES INC. INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED;
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Patrick 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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 127 Bridge Ave E Suite 229, Delano, MN 55328RIA
CRD#: 105644
DELANO, MN
Current
June 29, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 127 Bridge Ave E Suite 229, Delano, MN 55328BD
CRD#: 13572
Delano, MN
Past
June 29, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Delano, MN
Past
November 29, 2017 - June 17, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
HUTCHINSON, MN
Past
November 29, 2017 - June 17, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
HUTCHINSON, MN
Past
April 7, 2015 - December 6, 2017
INVESTMENT CENTERS OF AMERICA, INC.
RIA
CRD#: 16443
HUTCHINSON, MN
Past
March 17, 2014 - November 29, 2017
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
HUTCHINSON, MN
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arizona(6/29/2022)
RR
Arkansas(6/29/2022)
RR
California(6/29/2022)
RR
Colorado(6/29/2022)
RR
Florida(6/29/2022)
RR
Indiana(6/29/2022)
RR
Iowa(6/29/2022)
RR
Minnesota(6/29/2022)
IAR
Minnesota(6/29/2023)
RR
North Dakota(8/1/2022)
RR
South Dakota(6/29/2022)
RR
Texas(6/29/2022)
IAR
Texas(6/29/2023)
RR
Virginia(6/29/2022)
RR
Wisconsin(6/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Delano, MN 55328TRUST BUT VERIFY
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