Awards for Brian Kuhn

2024

Five Star Wealth Manager (2024)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.

2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.

2022

Five Star Wealth Manager (2022)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21.

2020

Five Star Wealth Manager (2020)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2020 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19.

2019

Five Star Wealth Manager (2019)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2019 FIVE STAR Wealth Managers. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18.

  1. Awarded 6/16/26 for the period June 2026–June 2027.
  2. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  3. Awarded 2/25/26 for the ranking year 2026.
  4. 2026: Awarded 1/1/26 for the period 4/10/25-10/1/25.
  5. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  6. 2025: Awarded 1/1/25 for the period 4/10/24-10/31/24.
  7. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.
  8. Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
  9. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.
  10. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21.
  11. 2021: Awarded 1/1/21 for the period 4/27/20-10/20/20.
  12. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2020 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19.
  13. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2019 FIVE STAR Wealth Managers. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18.
  14. 2018: Awarded 1/1/18 for the period 4/21/17-11/6/17.
  15. Awarded 8/2/17 for the ranking year 2017.
  16. 2017: Awarded 12/1/16 for the period 3/26/16-11/11/16.
  17. 2016: Awarded 12/1/15 for the period 6/16/15-11/9/15.
  18. 2015: Awarded 1/1/15 for the period 6/16/14-11/9/14.