Aubrey StutzCRD Number: 6430324
Current Firm: Precision Capital Management
Aubrey Stutz (CRD# 6430324) is an Investment Advisor Representative working at Precision Capital Management in Sidney, OH and has over 2 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
On Investment Management Co
Wealth Management Group
|Precision Capital Management||Coppell, TX||Apr 2015 - Current||1|
|Tradewinds Financial Group||Sidney, OH||Jan 2013 - Current||4|
|Horter Investment Management||Cincinnati, OH||Dec 2014 - Apr 2015||< 1|
|Wright State Univeristy||Dayton, OH||Jun 2010 - Dec 2012||2|
|Ohio State University||Columbus, OH||Sep 2009 - Jun 2010||< 1|
|Unemployed||Sidney, OH||May 2009 - Sep 2009||< 1|
|Sidney High School||Sidney, OH||Dec 2008 - May 2009||< 1|
|Dorothy Love Retirement Community||Sidney, OH||Jan 2008 - Dec 2008||< 1|
|Sidney High School||Sidney, OH||Dec 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management251MILLIONS
Total Number of Accounts3,598ACCOUNTS
Average Account Value$69,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT
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