Skip to content

Mitchell Kuhn

Investment adviser representative at Omega Financial Group in Santa Barbara, CA

Investment adviser registrationUpdated

Mitchell Kuhn is an investment adviser representative at Omega Financial Group, LLC, an investment adviser managing $552M, and works from its Santa Barbara, CA office. Mitchell Kuhn has been registered through Omega Financial Group since 18 May 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Mitchell Kuhn has been an investment adviser representative at Omega Financial Group since May 2026, and is not listed among the firm’s executive officers or direct owners.

Omega Financial Group, LLC is a Santa Barbara, CA firm with $552M under management, 324 clients and 4 advisers across 2 offices, as of its June 2026 filing.

  1. – present · under a year
    Santa Barbara, CA · Adviser representative · Firm CRD 164147

Credentials and registrations

Investment adviser representative registrations

Mitchell Kuhn is registered as an investment adviser representative in California, since May 2026.

  • CaliforniaSince 18 May 2026

Examinations

Series 6518 May 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Mitchell Davis Kuhn
CRD
8247450
Firm
Omega Financial Group · CRD 164147
Office
812 ANACAPA STREET, Santa Barbara, CA 93101
Registration
Investment adviser registration
In the industry since
May 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Mitchell Kuhn work?

Mitchell Kuhn is an investment adviser representative registered through Omega Financial Group, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Mitchell Kuhn a financial advisor?

Yes. Mitchell Kuhn has a current investment-adviser registration in California, through Omega Financial Group since May 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Mitchell Kuhn have?

Mitchell Kuhn has 0 years in the financial industry, since May 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Mitchell Kuhn passed?

Mitchell Kuhn passed the Series 65 in May 2026.

Source: IAPD individual record, checked 24 October 2026

Where is Mitchell Kuhn based?

Mitchell Kuhn’s registered office is in Santa Barbara, CA.

Source: IAPD individual record, checked 24 October 2026

Is Mitchell Kuhn registered with FINRA?

No. Mitchell Kuhn has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Mitchell Kuhn’s record?

Search CRD 8247450 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Kuhn’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Omega Financial Group

Sources

  1. IAPD individual record, CRD 8247450, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Omega Financial Group, LLC, filed 4 June 2026. Executive officers and direct owners; this person is not among them.