Brian Phillips has been an investment adviser representative at Kuhn Capital Partners since October 2025, and is not listed among the firm’s executive officers or direct owners.
Kuhn Capital Partners, LLC is an Oak Brook, IL firm with $170M under management, 271 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Brian Phillips is Wealth Advisor of Kuhn Capital Partners. He joined the firm to provide financial guidance tailored to each client's needs, and helps clients with complex financial decisions through customized strategies aligned with their goals.
Brian Phillips’ longest registration was 2 years at Curi RMB Capital, LLC (2022–2025). Before joining Kuhn Capital Partners in 2025, Brian Phillips was registered through Curi RMB Capital, LLC.
- Kuhn Capital PartnersCurrent– present · 1 yearOak Brook, IL · Adviser representative · Firm CRD 283028
- Curi RMB Capital, LLC– · 2 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 134249
Professional designations
Listed by Kuhn Capital Partners
- CFP®
Investment adviser representative registrations
Brian Phillips is registered as an investment adviser representative in Illinois, since October 2025.
- IllinoisSince 7 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6963040
- Firm
- Kuhn Capital Partners · CRD 283028
- Office
- 1415 WEST 22ND ST, STE 530, Oak Brook, IL 60523
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kuhncp.com
Where does Brian Phillips work?
Brian Phillips is an investment adviser representative registered through Kuhn Capital Partners, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Phillips a financial advisor?
Yes. Brian Phillips has a current investment-adviser registration in Illinois, through Kuhn Capital Partners since October 2025.
How many years of experience does Brian Phillips have?
Brian Phillips has 3 years in the financial industry, since April 2023, across 2 adviser firms.
What exams has Brian Phillips passed?
Brian Phillips passed the Series 65 in July 2022.
Where did Brian Phillips work before Kuhn Capital Partners?
Before Kuhn Capital Partners, Brian Phillips was registered through Curi RMB Capital, LLC, July 2022 to January 2025.
Where is Brian Phillips based?
Brian Phillips’ registered office is in Oak Brook, IL.
Is Brian Phillips registered with FINRA?
No. Brian Phillips has no current broker registration.
Is Brian Phillips a CFP?
Kuhn Capital Partners lists Brian Phillips with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brian Phillips’ record?
Search CRD 6963040 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Phillips’ full registration record.
