Brandt Kuhn joined Integrated Wealth Management in September 2009. After graduating from California Polytechnic State University, San Luis Obispo, with a Bachelor of Science in business administration and a concentration in financial management, Brandt came home to the Palm Springs area. He has passed the Certified Financial Planner™ Board examination.

As a Wealth Strategist, Brandt develops Integrated Wealth Plans which help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.

Brandt Kuhn and Michele Sarna work as a team to develop comprehensive Integrated Wealth Plans designed to help each client reach his or her unique goals and objectives.

BRANDT KUHN

Wealth Strategist and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Brandt is based at Integrated Wealth Management’s Palm Springs office. He can be reached at the contact information below:

Brandt@IWMgmt.com email
(866) 888-6563 x252 phone
(760) 969-7102 phone
(760) 841-4536 fax

The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel.
It is publicly available and may be viewed at http://www.adviserinfo.sec.gov