Donald I. Kuhs, ChFC,CLU,AEP

Donald I. Kuhs, ChFC,CLU,AEP

Founder

 

 

Career Experience:
1977-Present   Financial Consultant/Advisor(Austin, Texas)
1981-Present   Managing Executive of Securities Broker Dealer(Austin, Texas)
1976-1977   Real Estate Consultant/Researcher(San Antonio, Texas)
1973-1976   Resort Development Facilities Manager/Marketing Director(Wimberley, Texas)
1970-1976   U.S. Naval Reserve(2yrs Active Duty, San Diego/Viet Nam)
1968-1970   Owned and Operated College Party Service(Bloomington, Indiana)
Professional Designations, Licenses and Education:
  • B.S. Business, Indiana University
  • Chartered Financial Consultant/American College
  • Chartered Life Underwriter/American College
  • Accredited Estate Planner
  • Registered Investment Advisor
  • Group I Life Insurance
  • Uniform State Securities Series 63
  • General Securities Representative Series 7
  • General Securities Principal Series 24
  • Municipal Securities Principal Series 53

 

Significant Accomplishments:
 

  • Listed in "Who's Who Among Outstanding Americans"
  • Listed in "Who's Who of Colleges & Universities"
  • Royal Court Member (One of top 50 securities brokers/managers)

 

Organizational Activities:
 

  • Past President, Board member, current member Financial Planning Association
  • Member, National Association of Estate Planners
  • Member, Central Texas Estate Planning Council
  • Member, Society of Financial Service Professionals
  • Member, National Association of Insurance and Financial Advisors
  • Member, VFW Post No. 6441, Wimberley
  • Past Board Member, Current member Wimberley Chamber of Commerce
  • Past Presidents Council member and current member, Austin Chamber of Commerce
  • Past Officer, Board member and current member, Wimberley Lions Club
  • Past Board Member and Treasurer, Wimberley Library Edowment Fund