Unclaimed
Benjamin Tutschulte is a financial advisor at Kestra Advisory Services, LLC with over 22 years of experience in the industry. Benjamin has a strong background in financial planning, portfolio management, and insurance. Benjamin is a Certified Financial Planner and holds Series 6, 7, 24, 26, 63, and 65 licenses. Benjamin is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative.
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.
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.
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.
1
2
TX
11/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MO
06/20/2001 - 11/29/2023
WOODBURY FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
IA
Issued 02/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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