Margaret Katherine Kuchan
Investment Adviser Representative at THE Patriot Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Margaret Katherine Kuchan is an investment adviser representative with The Patriot Financial Group, LLC in Guilford, CT, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Stancorp Equities, Inc. and Securian Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
- Broker:
2 states and territories
Connecticut, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyMar 2017 – Apr 2018Milwaukee, WI
- Northwestern Mutual Investment Services LLCMar 2017 – Apr 2018Minneapolis, MN
- Open Access Technology InternationalJun 2015 – Feb 2017Minneapolis, MN
- Holiday Inn Arbor LakesFeb 2017 – Jun 2019Maple Grove, MN
- Minnesota Life Insurance CompanyOct 2018 – Dec 2022St. Paul, MN
- Securian Financial Services IncOct 2018 – Dec 2022St. Paul, MN
- HirenomicsApr 2018 – Oct 2018Edina, MN
- Holiday InnFeb 2017 – Jun 2020Maple Grove, MN
- Red CowDec 2021 – Jun 2022Minneapolis, MN
- The StandardJan 2023 – Jul 2025Portland, OR
- Cetera Financial Specialists LLCJan 2026 – no end date reportedSchaumburg, IL
- Riverside Retirement Advisor LLCJan 2026 – no end date reportedGuilford, CT
- Whitfield Retirement AdvisorsJan 2026 – no end date reportedGuilford, CT
- THE Patriot Financial Group, LLCJan 2026 – no end date reportedGuilford, CT
- Arranged by MK, LLCAug 2025 – no end date reportedColumbus, OH
- The Patriot Financial Group Insurance Agency, LLCMay 2026 – no end date reportedGuilford, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Patriot Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investments (including laddered bond portfolios, IRAs, annuities, brokerage accounts, and alternative investments), financial planning (retirement, tax, 401(k), 403(b), college, estate, and profit sharing plans), and insurance (disability income, life, long-term care, group health, and employee benefits).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Walpole, MA
- SEC file number:
- 801-80245
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at THE Patriot Financial Group, LLC
Showing 12 of 35 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Margaret Katherine Kuchan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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