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Brian Kuhn CFP®

Providing Financial Direction

Planning Solutions Group, LLC

Fulton

MD

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Triad Advisors, Inc 6 years Aug 2012 - Present
Planning Solutions Group, LLC 6 years Aug 2012 - Present
Retirement Planning Services, Inc. 4 years, 4 months Apr 2008 - Aug 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Society of Financial Service Professionals
    Membership
    Society of Financial Service Professionals
    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Long-Term Care
    Designation
    Certified Long-Term Care
    Independent course which is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals for middle-aged clients.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Brian Kuhn

10 Ways to Find Your Old 401(k)
Published 2015-07-29 06:39:42
What is The S&P 500?
Published 2015-12-17 17:22:12
New guidelines on accessing your TSP money
Published 2015-09-27 17:51:49
What is the IRS tax form 5498?
Published 2014-09-30 18:27:00
6 Steps to Stop Reading 6 Step Articles
Published 2014-10-22 18:08:51
What Does Long Term Care Really Mean?
Published 2014-09-30 18:49:03
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    My wife and I work in same company. Can we both have separate life ins. policies and nominate ech other as beneficiary ?
    If your employer offers group life insurance you can both sign up since you are both employees of the company. Here is an article that talks about some things to consider when buying life insurance. Hope it helps. http://www.bestlifequote.com/blog/getting-healthy-things-buying-life-insurance/ ...  (more)
    Answered Sep 2014
    How do I get my retirement money?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    I had a 401k with gene hamon ford and it was thru bright scope how do i reclaim my benifits?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I'm trying to find my 401k earnings with AAON INC but having no success?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How can I find my 401k?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    Life insurance question?
    Hi Jerri thanks for posting your scenario on the site. It looks like you have already received some guidance from the other posts. I would just agree and say you can have multiple insurance policies on one person. For the amount of $25,000 there are some policies in the marketplace that don't req...  (more)
    Answered Jul 2015
    How do I find an old 401K/Retirement plan? Can we see on this site?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    Can I retrieve my 401 K from Samuel Merritt?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    How do I find out if I had a 401k plan from my previous employer?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    How do you find out how to get your 401k plan from a company that is not in business anymore?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    I worked with meijer back in 2007 and I need to find out how I would cash in my 401k, and whatever else I put mkney in?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    How do i access my 403b retirement plan?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    I worked from 2000-2002 at Daman industrial services. In that time I had a 401k, where is it and how can I get my money?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    I started a 401k with Ruby Tuesday's over 15 years ago. How can I find my account?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    Where is my 401K from Fibernet Telecom Group?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    Where can I find information on a plan that was dissolved?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    I need to know how to withdrawl my money. I cannot find a phone number to contact anyone.?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    How do I find out who holds my 401k balance.
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    I was wondering do I still have 401k funds still available over the years I worked for Lexington home brands?
    Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at ...  (more)
    Answered Dec 2015
    How is it possible to lose $14K in 8 months when the Dow is only 200 points when you're supposed to be mitigating risks?
    Thanks for submitting your question. I or any financial planner would need to look at your statement to tell for sure. But what percent of your total account does the $14,000 represent? Is your account allocated to asset classes that are different than large cap US stocks like the DOW? Even if y...  (more)
    Answered Dec 2015
    How do I find out if I'm entitled to Kodak Retirement benefits, and how can I claim them?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How do you get acess take your 401k?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I work at Georges inc. Is there a toll free number where I can check my 401 k balances?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I have indexed universal life insurance for me and my kids with national life group. Is this a good idea?
    Thanks for asking the question.What's the goal for this insurance? Is it to build cash value for the children to use later in life? Have you had an analysis done on the policies to project out how long they will last based on the current amount you are paying? Lot's to go over. Feel free to rea...  (more)
    Answered Oct 2014
    How much is in my 401k?
    Hi there thanks for reaching out. You need to contact the human resources department of your current or former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I have money in my retiremend fund, and i need to get it out.?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How do I apply for dec. husbands 401k plan?
    Hi there thanks for reaching out. Sorry to hear of your loss. You need to contact the human resources department of the former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I am a former employee of Fresenius Medical Care, and am trying to track down my 401k. Help please.
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How do I find out if my 401K still exist ?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How can i find out what i had vested in schwebels from 2007-2009?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    What happens to deceased dads retirement money after mom now past away recently. Am joint on her bank where money is at?
    Maybe this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    I have a investment through adorondack retirement specialists shawn berger cem machine i wanted to talk with him?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    Hi my name is Jason Tully I'm trying to find out how much I have in my 401k plan?
    Perhaps this article is helpful.http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    What are terms and conditions of withdrawal from a 401K savings plan?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    I was employed by rummel eye care for 3 yrs what happens to the money when its not rolled over.
    Perhaps this article is helpful http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    Where can I get a list of ALL of the 401k choices in the KLA-Tencor 401k plan?
    Hi there thanks for reaching out. You need to contact the human resources department of your employer or the investment provider of the 401(k) plan. Do you receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    Contact Information Change?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    How do I get my 401k from years back at lumber products?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. Do you still receive statements or know how to contacts these entities?...  (more)
    Answered Sep 2014
    How do i know my account is there its been 15 years?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    How do i search for my current 401K loan?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    Im no longer working with the jeldwen company and i want to new how much money i have in my account?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    How much is in my 401k i use to work for daffy's?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    How do i go about withdrawing my 401k ? Who do i call?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    How do i find out how much retirement i have even if i no longer work at m-tek?how do i go by getting it .
    Perhaps this article is helpful http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    I would like to check on the status of my 401K plan that I had from my time as an employee with Berg Electric..
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    How do I find my retirement plan?
    Perhaps this article is helpful. http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/ ...  (more)
    Answered Jul 2015
    What is the process to withdraw funds from my 401k plan.
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    Where can I get information on an old 401K account from the 90's when I have pretty much NO information?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    I am trying to find out how I can get access to my funds in a 401K plan.
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    I moved and no longer receive mailings about the money I have in my plan from Toys R Us. How can I find my account?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    Would my dad's life insurance/regular insurance cover my mom's death? He is retired now and he has insurance.
    Hi Christina,Thanks for posting. It's doubtful his life insurance would cover mom. Perhaps there is what's called a spousal term rider on the policy which would cover her for a small amount. You can check with their banking institution or credit cards to see if there are any small life insurance...  (more)
    Answered Jan 2016
    I received some paper work about having money in my 401 and want to know how to retrieve it asap i am disabled now?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    How would I find out where my 401k was moved to?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
    I need a new roof on my house. Can I get a loan or closed my 401k?
    Hi there thanks for reaching out. You need to contact the human resources department of your former employer or the investment provider of the 401(k) plan. The contact information for the 401(k) provider can be found on your statements if one of those is available. Feel free to contact me via email...  (more)
    Answered Oct 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 13, 2018
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 13, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on April 14, 2018
        • $26.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 137
          number of clients
        • $189.8K
          Estimated Average Account Balance Per Client

      Planning Solutions Group, LLC

      Last updated on Aug. 9, 2017
        • $815.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 2K
          Accounts
        • $467.6K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements