Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kutschenreuter is an Investment Advisor Representative registered with Osaic Wealth, Inc. David is a certified financial planner and chartered financial consultant with over 20 years of experience in the financial services industry. He is passionate about helping clients achieve their financial goals through personalized financial planning and investment management. David is committed to providing his clients with the highest level of service and integrity.
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.
A percentage of the total value of assets under management is charged.
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WI
11/02/2018 - Present
Osaic Wealth, Inc. (NEW BERLIN WI)
WI
09/19/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEW BERLIN WI)
WI
07/31/2013 - 09/19/2014
CAPITAL FINANCIAL SERVICES, INC. (NEW BERLIN WI)
WI
08/18/2004 - 08/01/2013
FARMERS FINANCIAL SOLUTIONS, LLC (NEW BERLIN WI)
GA
06/06/2003 - 07/23/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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