Evan
Cutler

Buck Wealth Strategies, LLC

CRD#6904666
Investment Advisor
in Denver, CO

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About this Advisor

Evan Cutler is a financial advisor working in Denver, Colorado with a total of 1 year of industry experience. Cutler is an advisor for Buck Wealth Strategies, LLC. During their career, the advisor has held roles at Buck Wealth Strategies, LLC, John Ingraham, LLC and Midland National Annuity. Cutler has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in North Carolina. Buck Wealth Strategies, LLC is a financial advisory business that has its headquarters in Denver, CO. The firm has offices in seven locations and a total of 67 people on staff. It oversees $134 million in assets across its 892 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 892 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Buck Wealth Strategies, LLC likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4600 S. Syracuse Street Suite 650
Denver, CO 80237

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Buck Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$134,250,617

CO Average: $2,349,664,866
Total Number of Employees

67

CO Average: 28
Total Number of Accounts

892

CO Average: 1,101
Average Account Size

$150,505

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Evan Cutler Work History

Evan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Buck Wealth Strategies, LLC

2018 - 2022 (4 years)

John Ingraham, LLC

2007 - 2018 (11 years)

Midland National Annuity

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Evan Cutler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buck Wealth Strategies, LLC

Emily Arnold
Denver, CO
Jake Yong
Honolulu, HI
Lynn Berlenbach
Denver, CO
Connor Ryan
Denver, CO
Michael Sato
Honolulu, HI
Corrinna Paxton
Kahului, HI
Anthony Cheang
Denver, CO
Arthur Austin
Kahului, HI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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