Jeremy Kuhlen is a skilled expert, who works in Mentor Wealth Management on the position of Managing Partner from 2009. This person gained professional experience in more than four positions at various companies. Jeremy Kuhlen went to the James Madison University and received education from 1995 to 1997. Jeremy Kuhlen has these professional qualifications: Certified Financial Planner™, Chartered Retirement Plans Specialist, and Accredited Investment Fiduciary. Boston, Massachusetts is the city, where the professional was known to be settled. The person's e-mail and phone are easily accessed through this website on demand.
Name variants:
Jeremiah Kuhlen,
Jerry Kuhlen
Last updated May 19, 2024
Contact Information
Last Update
Jul 11, 2022
Email
jk**@thecolonygroup.com, jk**@mentorwm.com
Location
Boston, MA
Company
Mentor Wealth Management, LLC
Workplace
Managing Partner
Work History
Managing Partner
Our passion is to enhance our client's lives by providing confidence, control, and clarity to their personal wealth strategies. We specialize in implementing personal wealth and investment m...
from Jun 2009
Vice President - Regional Manager
Consulted to many of the industryÃÂâÃÂÃÂÃÂÃÂs most experienced and successful financial advisors, broker dealers, and RIA firms in the areas of practice management, client relat...
Apr 2001 — Jun 2009
Vice President
Provided business development, training and support expertise for a leading financial planning technology company offering web based software applications to financial institutions and advis...
Apr 2001 — Jun 2009
Education
1995 — 1997
1992 — 1995
Occupations
Executive
Vice President
Advisor
Managing Partner
Accountant
Finance and Accounting Specialist
Manager
Sales Specialist
Agent
Chief Executive
Partner
Accounting Bookkeeper
Bookkeeper
Operations Manager
Sales Representative
Skills
Wealth Management
Retirement Plan Consulting
Financial Planning
Investment Advisory
401K
Portfolio Management
Investments
Fiduciary
Retirement Planning
Asset Allocation
High Net Worth Individuals
FAQs about Jeremy Kuhlen
What is the profession of Jeremy Kuhlen?
This professional's job is Vice President | Senior Wealth Advisor
What are the profession of The professional?
These person's professions are Executive and Vice President
Where does Jeremy Kuhlen live?
Boston, Massachusetts is the place where Jeremy Kuhlen lives
Does Jeremy Kuhlen have the email address?
jk**@thecolonygroup.com and jk**@mentorwm.com is Jeremy Kuhlen's email address.
How many companies did Jeremy Kuhlen work at?
Jeremy Kuhlen worked at four jobs.
Does Jeremy Kuhlen have personal website or blog?
Jeremy`s website is http://www.mentorwm.com.
Where has Jeremy Kuhlen studied?
Jeremy studied at the James Madison University from 1995 to 1997.
Are there any professional certifications, that Jeremy Kuhlen has?
Jeremy received the following certifications: Certified Financial Planner™, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary, and Certified Financial Planner???????.