Robert J. Kuhnhein

LEGACY FINANCIAL ADVISORS

Covington, KY 41011

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CRD#: 6622945

Professional summary

Robert Justin Kuhnhein, who also goes by Robert J Kuhnhein, is a registered financial advisor currently at LEGACY FINANCIAL ADVISORS, INC. located in Covington, Kentucky.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert J Kuhnhein

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.

Since November of 2018, I have served as Treasurer for the Campbell County Red Devils Athletic Club, Inc., a 501(c)(3) organization devoted to youth football and cheerleading. As Treasurer, I am responsible for managing the organization's budget and expenses, and supporting fundraising efforts. I devote approximately 5-10 hours per week to this organization, with none of these hours occuring during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Justin Kuhnhein'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®

None

Experience

Current

May 7, 2019 - Present

LEGACY FINANCIAL ADVISORS, INC.

Office #1: 117 East Fourth Street, Covington, KY 41011

RIA

CRD#: 158675

Covington, KY

Past

May 22, 2017 - March 26, 2018

RANDOLPH CO INC

RIA

CRD#: 104868

CINCINNATI, OH

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".

LEGACY FINANCIAL ADVISORS, INC.

CRD#: 158675 / SEC#: 801-72637

RIA

Registered Investment Advisory firm - (8/2/2011 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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(5/7/2019)

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

Current Firm

LEGACY FINANCIAL ADVISORS, INC.

CRD#: 158675 / SEC#: 801-72637

RIA

Registered Investment Advisory firm - (8/2/2011 Approved)

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Contact information

Main Address

117 East Fourth Street, Covington, KY 41011

Mailing Address

Phone number

(859) 655-5225

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY FINANCIAL ADVISORS BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	3,515
AUM (Assets Under Management)	$ 1,255,617,352

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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Robert J. Kuhnhein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Justin Kuhnhein's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY FINANCIAL ADVISORS, INC.

RANDOLPH CO INC

Primary Firm SEC Registration

LEGACY FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

LEGACY FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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