Donald Kuhn, financial advisor Middlebury IN

Donald Kuhn

CRD Number: 1933310
Current Firm: Transamerica Financial Advisors, Inc.

Donald Kuhn (CRD# 1933310) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Middlebury, IN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Middlebury, IN Jan 2012 - Current 8
Kuhn Tax Advisors,. Inc. Berne, IN Jan 2009 - Current 11
Adams County Assessor Decatur, IN Jan 2007 - Current 13
Berne Volunteer Fire Department Berne, IN Feb 2006 - Current 14
Golden Rule Insurance Company Indianapolis, IN Aug 2005 - Current 14
Wfg Middlebury, IN Jun 2001 - Current 18
World Group Securities, Inc. Indianapolis, IN Apr 2002 - Jan 2012 9
Iai Indianapolis, IN Oct 2008 - Dec 2011 3
Life Market,inc Muncie, IL Feb 2002 - Apr 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Donald E. Kuhn
Phone Number: 727-299-1800
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    45,703
    ACCOUNTS
  • Average Account Value
    $22,222
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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