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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kutsch is an Investment Advisor Representative with Avantax Advisory Services and Avantax Planning Partners, Inc. Alan is a licensed Investment Advisor Representative in Iowa. Alan has been in the financial services industry since 2004. Alan has a Series 63 and Series 65 license. Alan is also a Series 6 registered representative. Alan has specialized in portfolio management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IA
03/18/2021 - Present
Avantax Advisory Services (DUBUQUE IA)
IA
12/06/2004 - 08/11/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
09/22/2004 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
IA
Issued 05/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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