Fiduciary Financial Advisor, Financial Services
Hi, I'm Mitchell L. Kuhn. I help people make wise financial decisions.
Mitchell Kuhn's Bio:
Mitchell L. Kuhn is a Fiduciary Financial Advisor and the founder of Wisdom Financial. He helps people of all ages make wise decisions regarding their finances.
Mitchell has taught hundreds of classes for industry professionals, large businesses, and individuals on various retirement planning topics. He is a Certified National Social Security Advisor, Medicare consultant, and veteran in the Long Term Care insurance industry. Mitchell holds a series 65 securities license and has a Certificate in Financial Planning from Southern Methodist University.
Mitchell graduated from Southern Methodist University with a degree in Finance. He earned High Honors (Magna Cum Laude) for being in the top 10% of all SMU students. Mitchell also achieved a 3.97 GPA in the highly competitive SMU Cox School of Business.
Mitchell Kuhn's Experience:
Director of Advanced Planning and Due Diligence at Strategic Wealth PlaningMarch 2018 - Present | Dallas TX
As the director of advanced planning, Mitchell is responsible for identifying, researching, and implementing advanced tax and investment strategies for Strategic Wealth Planning’s clients and advisors.
Senior Vice President at National Health AdministratorsJanuary 2005 - Present | Dallas TX
Founder at Wisdom FinancialPresent | Dallas TX
Mitchell is the founder and lead advisor for Wisdom Financial.
Evangelist at CruJanuary 2004 - January 2005
Evangelist at Agape ItaliaJanuary 2004 - January 2005
Mitchell Kuhn's Education:
SMU2015 – 2017Concentration: Financial Planning
Southern Methodist UniversityConcentration: Finance
American Flyers2003 – 2004Pilots LicenseConcentration: Instrument and commercial rating
Trinity Christian Academy
Mitchell Kuhn's Interests & Activities:
Aviation, Finance, Investing, Technology, Wine, Bible Studies, Travel, Retirement Planning, Guitar