Paul KutanovskiCRD Number: 1056313
Current Firm: Valic Financial Advisors, Inc.
Paul Kutanovski (CRD# 1056313) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Merrillville, IN and has over 6 years of experience in the finance industry. Paul Kutanovski 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.
Adducci Financial Services, Ltd.
Oneamerica Securities, Inc.
Wells Fargo Advisors, LLC
|Valic Financial Advisors||Carmel, IN||Mar 2011 - Current||6|
|Mitre Group LLC||Crown Point, IN||Dec 2005 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV