Mark Kutz, financial advisor Columbia MD
93 score

Mark Kutz

CRD Number: 1896152
Current Firm: Cetera Advisors LLC

Mark Kutz (CRD# 1896152) is an Investment Advisor Representative working at Cetera Advisors LLC in Columbia, MD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Mdk Financial, Inc. Columbia, MD Jul 1991 - Current 26
Investors Capital Corp. Columbia, MD Apr 1995 - Oct 2016 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Mark D. Kutz
Phone Number: 800-929-3485
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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