Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Schaumburg
7yrs
Daniel Levy
Financial advisor at Kuhn Wealth Management
Daniel Levy is a fiduciary financial advisor in Schaumburg, Illinois, with 7 years in the industry. After less than a year at Concorde Asset Management, Daniel joined Kuhn Wealth Management in 2019, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and hourly fees.
One of 338 advisors with offices in Schaumburg, and one of 318 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1827 Walden Office Square #500, Schaumburg, IL 60173
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$546,460
Advisors at the firm3
States licensed ?1 state
Services through Kuhn Wealth Management
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowKuhn Wealth Management Inc.Current firm
- Apr 2019 – Apr 2019Concorde Asset Management, LLCPreviously
Contact Daniel
(847) 607-4976Kuhn Wealth Management main office 1827 Walden Office Square #500Schaumburg, IL 60173Office · Get directions Firm websiteHTTP://KUHNWEALTH.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Kuhn Wealth Management at (847) 607-4976 and ask for Daniel Levy. Daniel works from the Schaumburg, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Kuhn Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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