Unclaimed
Kent Donald Schutte is a financial advisor with over 35 years of experience in the industry. Kent is currently registered with EFS Advisors and Advanced Advisor Group, LLC. Kent has a broad range of experience in financial planning, portfolio management, and pension consulting. Kent specializes in working with individuals, corporations, and pension and profit-sharing plans. Kent is a Certified Financial Planner and holds a number of professional designations. Kent is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/30/2025 - Present
EFS Advisors (CAMBRIDGE MN)
MN
02/15/2005 - 10/05/2006
GREAT AMERICAN ADVISORS, INC. (CAMBRIDGE MN)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/26/1991 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
07/01/1996 - 09/29/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
05/03/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NY
07/25/1989 - 10/15/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/05/1985 - 04/11/1989
HORACE MANN INVESTORS INC
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/01/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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