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Charles Harvey Kuhtz

Intrua Financial

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About Charles Harvey Kuhtz

Charles Harvey Kuhtz is a financial advisor at Intrua Financial. Charles has been in the financial industry since 1984. He currently holds licenses in Texas and Wisconsin. Charles is also a Certified Financial Planner. Charles has been with Intrua Financial since October 2023. He previously worked at Edward Jones from 1999 to 2016, and Robert W. Baird & Co. Incorporated from 1990 to 1999. Charles is also a musician and has been involved in the music industry since 1980.

Firm Information

Charles Kuhtz is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Kuhtz’s Registration & Firm History

WI

11/28/2023 - Present

Intrua Financial (Brookfield WI)

WI

03/30/1999 - 07/14/2016

EDWARD JONES (HARTLAND WI)

WI

03/02/1990 - 03/26/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MO

02/19/1985 - 03/15/1990

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

NA

10/26/1984 - 02/14/1985

CHARTER SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 10/24/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Harvey Kuhtz. Review regulatory record here.
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