Michelle Kuhtenia, financial advisor Galena OH

Michelle Kuhtenia

CRD Number: 6538720
Current Firm: Avantax Advisory Services

Michelle Kuhtenia (CRD# 6538720) is an Investment Advisor Representative working at Avantax Advisory Services in Galena, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Galena, OH Nov 2016 - Current 5
Bodine Perry LLC Columbus, OH Dec 2015 - Current 6
Avantax Investment Services, Inc. Galena, OH Jul 2015 - Current 6
Clearguide Financial & Tax Services Galena, OH Feb 2015 - Current 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
Contact Info for Michelle K. Kuhtenia
Phone Number: 972-870-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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