Chicago, IL Office

Team
Updated today

Location

8770 W Bryn Mawr Ave, Suite 710

Chicago IL 60631

Advisors at this office

2

Advisors at this office

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Kevin K

Series 66

Chicago, IL

Kuhn & Company Investment Counsel, LLC

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. He is also a principal and CPA at Kuhn & Company, CPAs, PC, where he provides accounting and tax services. Additionally, he serves on the Board of Trustees for St. Viator High School. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, utilizing techniques such as fundamental and cyclical analysis, modern portfolio theory, and third-party manager programs including direct-indexing separately managed accounts.

Tax-loss harvesting Passive / index investing Concentrated stock management
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James K

Series 66

Chicago, IL

Kuhn & Company Investment Counsel, LLC

James Kuhn is a financial advisor with Kuhn & Company Investment Counsel, LLC in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kuhn & Company Investment Counsel since 2014 and previously spent 15 years at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn practices as a Certified Public Accountant through Kuhn & Company CPAs Holdings, PLLC, providing accounting, tax, and attestation services. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using methods such as fundamental and cyclical analysis alongside modern portfolio theory, and incorporates third-party manager programs including direct-indexing separately managed accounts.

Tax-loss harvesting Passive / index investing Concentrated stock management
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