Mark
Kutzke

Commonwealth Financial Network

CRD#5053069
Investment Advisor
in Rochester, MN

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About this Advisor

Mark Kutzke is a financial advisor working in Rochester, Minnesota who has 8 years of relevant experience. Kutzke is currently employed by Commonwealth Financial Network. Kutzke has gained experience at Big Bowl, Pratt Kutzke & Associates, Gold Point Athletics and Northstar Financial Partners, LLC. Kutzke holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Minnesota. Commonwealth Financial Network is a firm operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It manages $146 billion in total assets across its 585,629 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network offers a wide set 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, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on the services offered. Fee types charged by Commonwealth Financial Network may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

959 34Th Avenue Nw
Rochester, MN 55901

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

MN Average: $16,012,751,954
Total Number of Employees

4,300

MN Average: 118
Total Number of Accounts

585,629

MN Average: 4,567
Average Account Size

$249,965

MN Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mark Kutzke Work History

Mark has been registered as a financial advisor for 8 years.*

2020 - Present (4 years)

Northstar Financial Partners, LLC

2014 - 2020 (6 years)

Pratt Kutzke & Associates

2013 - 2014 (1 year)

Big Bowl

2013 - 2014 (1 year)

Gold Point Athletics

*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 Mark Kutzke 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Laura Clem
San Diego, CA
Sean Roche
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Mark Kutzke
Rochester, MN
Alex Rusinowitz
Garden City, NY
Peter Leonczyk
Ludlow, MA
Stephen Cefalu
Jacksonville, FL

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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