Daniel
Kautz
The Ameriflex Group
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About this Advisor
Daniel Kautz is a financial advisor based in Buffalo, New York, working with The Ameriflex Group. Daniel has previously held positions at American Portfolios Financial Services, Sagepoint Financial, Inc, Osaic Wealth, Inc, and The Ameriflex Group. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Daniel is part of The Ameriflex Group, which operates out of Buffalo, New York. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Kautz Work History
Sagepoint Financial, Inc
Osaic Wealth, Inc
The Ameriflex Group
American Portfolios Financial Services
Disclosures
Please visit the SEC profile of Daniel Kautz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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