DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Paul Kuehn
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Mick Kuehn
At current firm
5 y
since Jan 13, 2021
In the industry
19 y
since Jan 5, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Verity Investment Partners independent RIA currentsince Jan 13, 2021 · Beaufort, Sc
- Verity Investment Partners independent RIAApr 4, 2019 to Dec 31, 2020 · Beaufort, Sc
- Dividend Assets Capital, LLC independent RIAOct 2, 2017 to Mar 28, 2019 · Ridgeland, Sc
- Icon Advisers, Inc. otherJan 8, 2007 to Oct 7, 2015 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Dividend Assets Capital, LLC to Verity Investment Partnersleft Mar 28, 2019, registered Apr 4, 2019 (7 days) · RIA to RIA
- Icon Advisers, Inc. to Dividend Assets Capital, LLCleft Oct 7, 2015, registered Oct 2, 2017 (726 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address