Jeffrey
Kutchmire
Cetera Investment Advisers LLC
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About this Advisor
Jeffrey Kutchmire is a certified financial planner operating in Tampa, Florida with 4 years of relevant experience. Kutchmire currently works for Cetera Investment Advisers LLC. Their career trajectory has included roles at Cetera Investment Services LLC, Cetera Investment Advisers LLC and Foresters Financial. Kutchmire maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Florida. Cetera Investment Advisers LLC is an advisory company based in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 financial advisors. It manages $33 billion in total assets across its 176,986 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Cetera Investment Advisers LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually are based on which service is offered. However, fees billed by Cetera Investment Advisers LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$33,356,369,941
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,094
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
176,986
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$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Kutchmire Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Foresters Financial
*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 Jeffrey Kutchmire 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 Cetera Investment Advisers LLC
Yonkers, NY
Edmond, OK
Oklahoma City, OK
Athens, AL
Medford, OR
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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