Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dennis Currutt is a financial professional with over 8 years of experience in the financial services industry. Kevin is a Certified Financial Planner and Chartered Financial Consultant. He is currently registered with Cambridge Investment Research Advisors, Inc. in Ohio. Previously, Kevin was registered with Northwestern Mutual Investment Services, LLC in Wyoming. He is also a registered investment advisor in Ohio. Kevin's experience includes working with individuals, families, and businesses. His areas of expertise include financial planning, investment management, and retirement planning. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation fees from 3rd party money managers
1
2
OH
06/06/2022 - Present
Cambridge Investment Research Advisors, Inc. (Mayfield Heights OH)
WY
04/05/2018 - 04/28/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Evanston WY)
WY
07/14/2014 - 03/02/2018
FBL MARKETING SERVICES, LLC (KEMMERER WY)
BC
Issued 09/26/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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