Eric Shaffer has been an investment adviser representative at Kuhn Capital Partners since March 2020, and is not listed among the firm’s executive officers or direct owners. Eric Shaffer studied at the University of Texas.
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.
Eric Shaffer is Wealth Advisor of Kuhn Capital Partners. After graduating from the University of Texas, he decided to pursue a career in financial planning.
Eric Shaffer’s longest registration is the current one, 6 years at Kuhn Capital Partners since 2020. Before joining Kuhn Capital Partners in 2020, Eric Shaffer was registered through Advisor Resource Council and VFG Advisors, Inc.
- Kuhn Capital PartnersCurrent– present · 6 yearsDallas, TX · Adviser representative · Firm CRD 283028
- Advisor Resource Council– · 5 yearsDallas, TX · Adviser representative · Firm CRD 164109
- VFG Advisors, Inc.– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 150370
- Quest Capital Management, Inc.– · 6 yearsDallas, TX · Adviser representative · Firm CRD 114690
- RBC Dain Rauscher Inc.– · 3 yearsDallas, TX · Adviser representative · Firm CRD 31194
Professional designations
Listed by Kuhn Capital Partners
- CFP®
Investment adviser representative registrations
Eric Shaffer is registered as an investment adviser representative in Texas, since March 2020.
- TexasSince 30 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 December 1998 |
| Series 7 | General Securities Representative Examination | 10 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Stanley Shaffer
- CRD
- 2626686
- Firm
- Kuhn Capital Partners · CRD 283028
- Office
- Dallas, TX
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kuhncp.com
Where does Eric Shaffer work?
Eric Shaffer is an investment adviser representative registered through Kuhn Capital Partners, LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Eric Shaffer a financial advisor?
Yes. Eric Shaffer has a current investment-adviser registration in Texas, through Kuhn Capital Partners since March 2020.
How many years of experience does Eric Shaffer have?
Eric Shaffer has 26 years in the financial industry, since December 1999, across 5 adviser firms.
What exams has Eric Shaffer passed?
Eric Shaffer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 1998. FINRA credited Eric Shaffer with the SIE, which began in October 2018.
Where did Eric Shaffer work before Kuhn Capital Partners?
Before Kuhn Capital Partners, Eric Shaffer was registered through Advisor Resource Council, August 2014 to March 2020; VFG Advisors, Inc., June 2013 to March 2014; Quest Capital Management, Inc., July 2006 to September 2012; RBC Dain Rauscher Inc., January 2002 to December 2005.
Where is Eric Shaffer based?
Eric Shaffer’s registered office is in Dallas, TX.
Is Eric Shaffer registered with FINRA?
No. Eric Shaffer has no current broker registration.
Is Eric Shaffer a CFP?
Kuhn Capital Partners lists Eric Shaffer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Eric Shaffer’s record?
Search CRD 2626686 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Shaffer’s full registration record.
