Unclaimed
Daniel Lando Kutzke is a financial advisor with Commonwealth Financial Network based in Rochester, MN. Daniel has been a financial advisor since 1983 and has a broad range of experience in the industry. Daniel has experience with portfolio management for individuals and businesses as well as financial planning and pension consulting. Daniel is registered with several states as a broker-dealer and investment advisor. Daniel’s background also includes working as a fixed insurance agent with NorthStar Financial Partners, LLC as well as being a partner and co-owner of Pratt, Kutzke and Associates, LLP.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/21/2013 - Present
Commonwealth Financial Network (ROCHESTER MN)
MN
07/21/1999 - 09/12/2012
WOODBURY FINANCIAL SERVICES, INC. (WABASHA MN)
NJ
07/08/1983 - 07/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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