Allen Kutchins, financial advisor Schaumburg IL

Allen Kutchins

CRD Number: 4478796
Current Firm: Krd Wealth Management, LLC
Compensation Model: Fee Only

Allen Kutchins (CRD# 4478796) is an Investment Advisor Representative working at KRD Financial in Schaumburg, IL and has over 16 years of experience in the finance industry. Allen Kutchins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the 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 puts clients' interests first and they must comply with the Financial Planning Practice Standards.

 

In addition to the CFP, Allen also has the following certifications: Personal Financial Specialist, CPA-Certified Public Accountant, Chartered Financial Consultant, Certified Life Underwriter, Securities licenses series 6,7,24,27,63 and 65; Illinois life, accident and health license and a business and loan brokerage license; and a Certified Turnaround Professional.

 

Allen currently serves as president of the advisory board for DePaul University Coleman Entrepreneurship Center; board member of Kendall College Trust; trustee and audit committee chair for La Rabida Children's Hospital; and treasurer and board member of Alexander Graham Bell Montessori School.  He is also an advisor to EPIC Academy, Save Abandoned Babies, and OneGoal.

CONTACT
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Professional Designations
Company Name Location Dates Years
Krd Wealth Management, LLC Schaumburg, IL Feb 2022 - Current 2
Krd Financial Schaumburg, IL Feb 2010 - Current 14
Kutchins, Robbins & Diamond Northbrook, IL Oct 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Allen I. Kutchins
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $884,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

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