Paul Kuhn has been an investment adviser representative at Omega Financial Group since March 2013, 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.
Paul C. Kuhn is Senior Wealth Advisor of Omega Financial Group. He joined Omega Financial Group in 2013. Before that he was a Managing Director at Santa Barbara Asset Management from 1996 to 2013, where he was a partner and owner before its sale to Nuveen Investments in 2005 and held roles managing private client, managed account and mutual fund relationships. Earlier he owned and operated a retail/wholesale business and a commercial fishing business.
Paul Kuhn’s longest registration is the current one, 13 years at Omega Financial Group since 2013. Before joining Omega Financial Group in 2013, Paul Kuhn was registered through Santa Barbara Asset Management, LLC.
- Omega Financial Group, LLCCurrent– present · 13 yearsSanta Barbara, CA · Adviser representative · Firm CRD 164147
- Santa Barbara Asset Management, LLC– · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 138123
Investment adviser representative registrations
Paul Kuhn is registered as an investment adviser representative in 2 states. The first approvals date from March 2013; the most recent is Washington, in April 2013.
- CaliforniaSince 1 March 2013
- WashingtonSince 8 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Cooper Kuhn
- CRD
- 2718397
- Firm
- Omega Financial Group · CRD 164147
- Office
- 812 ANACAPA STREET, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omegafingroup.com
Where does Paul Kuhn work?
Paul Kuhn is an investment adviser representative registered through Omega Financial Group, LLC since March 2013, and is not listed among the firm’s executive officers or direct owners.
Is Paul Kuhn a financial advisor?
Yes. Paul Kuhn has a current investment-adviser registration in California and Washington, through Omega Financial Group since March 2013.
How many years of experience does Paul Kuhn have?
Paul Kuhn has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Paul Kuhn passed?
Paul Kuhn passed the Series 65 in March 2010.
Where is Paul Kuhn based?
Paul Kuhn’s registered office is in Santa Barbara, CA.
Is Paul Kuhn registered with FINRA?
No. Paul Kuhn has no current broker registration.
How can I verify Paul Kuhn’s record?
Search CRD 2718397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Kuhn’s full registration record.
