Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Gregory Kautzman is a financial advisor who has been working in the industry since December 1991. Rex is currently registered with Cetera Investment Advisers LLC in Maple Grove, Minnesota. Rex has a wide range of experience in the financial services industry, having worked for firms such as American Express Financial Advisors Inc. and IDS Life Insurance Company. Rex has a number of licenses and certifications including Series 7, Series 24, Series 63, and Series 66. Rex also holds a number of other business interests, including ownership of Brooklands, a financial services firm. Rex is also a trustee for his mother’s trust.
MAPLE GROVE, MN
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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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MAPLE GROVE MN)
MN
12/19/1991 - 08/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/19/1991 - 08/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 9/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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