Michael KautzCRD Number: 6083380
Current Firm: Lincoln Financial Advisors Corporation
Michael Kautz (CRD# 6083380) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Boston, MA and has over 2 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Lincoln Financial Advisors Corporation||Boston, MA||Nov 2014 - Current||2|
|Northwestern Mutual Investment Services LLC||Wellesley, MA||Apr 2014 - Nov 2014||< 1|
|Thomas Snow||Wellesley, MA||Apr 2014 - Nov 2014||< 1|
|Boston Childrens Hospital||Boston, MA||Nov 2013 - Mar 2014||< 1|
|Mfs Investment Management||Boston, MA||Aug 2013 - Nov 2013||< 1|
|Unemployed||Allston, MA||May 2013 - Aug 2013||< 1|
|Boston University||Boston, MA||Sep 2009 - May 2013||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2012 - Feb 2013||< 1|
|Duke Eye Center Of Winston Salem||Winston Salem, NC||May 2010 - Jul 2011||1|
|Unemployed||Winston Salem, NC||Jun 2009 - Sep 2009||< 1|
|Forsyth Country Day School||Winston Salem, NC||Sep 2002 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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