Darron L. Kuehn
Darron has been in the financial services industry since 1997 and has been an integral part of a team approach that entire time. He has been responsible for dissolution financial analysis (divorce work), portfolio rebalancing, and client meeting presentations. Darron graduated with dual Bachelors of Science degrees in accounting and finance from Central Washington University in 1997. Darron thrives on working with individuals and believes all business is based on personal relationships and professional competency.
Prior Work History
StanCorp Investment Advisers, Inc. January 2007 – June 2010
Financial Analyst Lynnwood, Washington
Focus: Complete portfolio rebalancing and maintenance, including the purchase of the stocks, bonds, and mutual funds; prepare full client reports on ad hoc basis as well as for scheduled client meetings; execute all client requests for distributions and trades.
Cotton Financial Advisors, Inc. September 1997 – December 2006
Para Planner & Compliance Officer Lynnwood, Washington
Focus: Provide direct client planning and support for the firm's primary planner; serve as the mutual fund and fixed income trader, system manager, and compliance officer; direct all quarterly mutual fund research and maintain portfolio compliance.