Austin
Jodrey
Kutscher Benner Barsness & Stevens, Inc
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About this Advisor
Austin Jodrey is a certified financial planner who works in Seattle, Washington, with a total of 1 year of industry experience. Jodrey is an employee of Kutscher Benner Barsness & Stevens, Inc. Throughout their career, they have worked at Kutscher Benner Barsness & Stevens, Inc, National Life Group, University Of Vermont and Town Of Bethel, Maine. Jodrey can advise clients in Washington. Kutscher Benner Barsness & Stevens, Inc is a financial advisory company based in Seattle, WA. It handles $436 million in assets between its 740 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 740 client accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets. Kutscher Benner Barsness & Stevens, Inc provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees for financial advisory services usually are based on the type of financial services provided. Fees billed by Kutscher Benner Barsness & Stevens, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kutscher Benner Barsness & Stevens, Inc Brokerage Details
$436,002,024
7
740
$589,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Austin Jodrey Work History
Austin has been registered as a financial advisor for 1 years.*
Kutscher Benner Barsness & Stevens, Inc
National Life Group
National Life Group
National Life Group
Town Of Bethel, Maine
University Of Vermont
*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 Austin Jodrey 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 Kutscher Benner Barsness & Stevens, Inc
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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.
