Michelle Kuhtenia (CRD# 6538720) is an Investment Advisor Representative working at Avantax Advisory Services in Galena, OH and has over 8 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Galena, OH | Nov 2016 - Current | 7 |
| Avantax Investment Services, Inc. | Galena, OH | Jul 2015 - Current | 8 |
| Clearguide Financial & Tax Services | Galena, OH | Feb 2015 - Current | 9 |
| Bodine Perry LLC | Columbus, OH | Dec 2015 - Dec 2022 | 7 |
| Bodine Perry LLC | Columbus, OH | Dec 2015 - Aug 2022 | 6 |
| Homemaking | Galena, OH | Jul 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- OH
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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