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Davi Kutner

Aprio Wealth Management, LLC

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About Davi Kutner

Davi Kutner is a Certified Financial Planner® with over 15 years of experience in the financial services industry. Davi has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Davi is currently a Registered Representative and Investment Advisor Representative with Aprio Wealth Management, LLC. Previously, Davi worked as an Investment Advisor Representative with Aprio Strategic Partners, LLC, and a Registered Representative with Securian Financial Services, Inc. Davi holds Series 7, Series 63, and Series 65 licenses.

Firm Information

Davi Kutner is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Davi Kutner’s Registration & Firm History

GA

04/03/2019 - Present

Aprio Wealth Management, LLC (ATLANTA GA)

GA

07/31/2015 - 01/22/2018

APRIO STRATEGIC PARTNERS, LLC (ATLANTA GA)

GA

01/01/2006 - 08/06/2015

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/02/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Davi Kutner.
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