Alan
Kutsch

Avantax Advisory Services

CRD#4851780
Investment Advisor
in Dubuque, IA

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About this Advisor

Alan Kutsch is a financial advisor based in Dubuque, Iowa with a total of 2 years of industry experience. Kutsch is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Hk Financial Services, Avantax Advisory Services and Avantax Planning Partners. Kutsch has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Avantax Advisory Services is an advisory business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets among its 123,393 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Avantax Advisory Services performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which services are provided. Fees billed by Avantax Advisory Services can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3390 Asbury Road
Dubuque, IA 52002

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

IA Average: $3,042,739,679
Total Number of Employees

2,433

IA Average: 49
Total Number of Accounts

123,393

IA Average: 2,315
Average Account Size

$250,972

IA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alan Kutsch Work History

Alan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Avantax Advisory Services

2021 - Present (3 years)

Avantax Planning Partners

2012 - 2021 (9 years)

Hk Financial Services

*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 Alan Kutsch 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 Avantax Advisory Services

Annie Fruge
Irving, TX
James Boyd
Wilmington, DE
Gabriel Sandler
Ann Arbor, MI
Andrew Smith
Gadsden, AL
Rosa Rosales
Irving, TX
Shane Ellingson
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Denissia Gordon
Dallas, TX

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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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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