Caleb
Kuhn
49 Financial
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About this Advisor
Caleb Kuhn is a financial advisor based in Austin, Texas, working with 49 Financial. Caleb has previously held positions at Wheaton College, Farragut High School, Young Life, Aqua Clear Water Systems, Laureate Wealth Management, Friends Of The Smokies, Jewelry Television, 49 Wealth Management, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities, Inc. Caleb has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Caleb is part of 49 Financial, which operates out of Austin, Texas. The firm has 10 offices and 167 employees. 49 Financial manages assets totaling $871.4 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$871,379,407
167
2,989
$291,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Caleb Kuhn Work History
49 Wealth Management
Oakwood Capital Securities, Inc
Purshe Kaplan Sterling Investments
Laureate Wealth Management
Friends Of The Smokies
Jewelry Television
Wheaton College
Young Life
Farragut High School
Aqua Clear Water Systems
Disclosures
Please visit the SEC profile of Caleb Kuhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 49 Financial
Austin, TX
Austin, TX
Richardson, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Charlotte, NC
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