Dustin Kuhn

About Dustin Kuhn

I help develop financial strategies and manage wealth for successful individuals and their families. I strive to provide a high quality wealth management experience that makes the complexities of financial life easy to understand. I work on a seven person team focused on retirement planning with over 125 years combined experience in the financial services industry. Our team based approach allows us the size and scale to not only work with successful individuals and their families, but also over fifty different company retirement plans throughout the Midwest. It is our goal to deliver the full breadth of Merrill\'s resources, research, & planning tools to our clients and that starts with taking a goals-based approach to wealth management. By focusing on what matters to you on a personal level-such as a child\'s education, a new home, or income during retirement, our team will help you develop an investment approach that addresses your unique concerns and priorities. I am actively involved with the Rotary Club of Wichita, the Air Capital Cosmo Club, and Magdalen Catholic Church. I hold the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™, CRPC™ designation through the College for Financial Planning Institutes Corp, the Certified 401(k) Professional (C(k)P®) designation through The Retirement Advisor University, and the Certified Plan Fiduciary Advisor®, CPFA® designation through the National Association of Plan Advisors. In 2019, 20••••25, I was named to Forbes \"Best-in-State Next-Generation Wealth Advisors\" list (Published annually Aug – Sept. Rankings based on data as of March 31 of current year). From 20••••25, I was named to Forbes \"Best-in-State Wealth Advisors\" list (Published annually January-April. Ranking based on June 30 of prior year). From 20••••26, I was named to Forbes \"Best-in-State Wealth Management Teams\" list as a member of the Laub Kuhn Wealth Management Group team (Published annually in January. Rankings based on data as of March 31 of prior year).*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Feb 2012 — Present

   Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Education

• Wichita State University

  Bachelor's Degree

  2007 — 2011

Skills

• Retirement Planning
• Wealth Management
• Financial Analysis