Charles Kuhtz (CRD# 1307194) is an Investment Advisor Representative working at Intrua Financial in Brookfield, WI and has over 39 years of experience in the finance industry. Charles Kuhtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Brookfield, WI | Aug 2016 - Current | 7 |
| Freedom Wealth Alliance | Brookfield, WI | Aug 2016 - Dec 2023 | 7 |
| Edward D. Jones & Company, LP | Hartland, WI | Mar 1999 - Jul 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management1,657MILLIONS
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Total Number of Accounts7,354ACCOUNTS
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Average Account Value$225,255
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