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Paladin Registry Fiduciary

This professional is a financial fiduciary who is held to the highest ethical standards in the industry.

I. Snapshot

A. Registry Member
  • Since 2014
B. Years of Experience
  • 17
C. College Degrees
  • Towson University - B.S. Business Administration
D. Certifications
  • CFP®, CLTC, CLU®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Brian Kuhn
B. Main Location
  • 8161 Maple Lawn Blvd
    Suite 400
    Fulton, Maryland, 20759
C. Telephone
  • 301.543.6035
D. Comments
  • Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002. He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions. Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”. In 2015 he released “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions” both of which are available on Amazon.com & Kindle. He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost, & Fedsmith.com, among others. He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, on various business radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore. He is the host of the monthly TV show “Your Future Your Finances” which airs on LaurelTV in Laurel MD and on YouTube. Brian currently serves as a board member for the Maryland Financial Planning Association. He is also a member of the Howard County Estate Planning Council. Through involvement in a variety of organizations he regularly speaks in the Maryland area on personal finance. He is a Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD. 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • Bkuhn@PSGClarity.com Securities offered through Triad Advisors, LLC, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors, LLC. PSG Clarity is a division of Planning Solutions Group, LLC

III. Internet

A. Visit Website
B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Planning Solutions Group, LLC
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Planning Solutions Group, LLC
D. Name of Broker/Dealer
  • Triad Advisors, LLC
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 17 Years
B. College, Degrees, Years
  • Towson University - B.S. Business Administration
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Estate Planning Council

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4474832
  • IARD: None
  • Insurance: 000188569
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: See List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: See List
    • District of Columbia
    • Maryland
    • Virginia
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Securities offered through Triad Advisors LLC, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated... View More
    Securities offered through Triad Advisors LLC, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors, LLC. PSG Clarity is a division of Planning Solutions Group, LLC.
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    I provide service to prospective and existing clients without bearing to their level of wealth. All households deserve respect and are treated equally.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Legal Advice & Services
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • College Planning

IX. Certification

Advisor Name
  • Brian Kuhn
Most Recent Update:
  • Feb 11, 2019

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