Kelly Cutshall, financial advisor Starkville MS
90 score

Kelly Cutshall

CRD Number: 5965039
Current Firm: Ameriprise Financial Services, Inc.

Kelly Cutshall (CRD# 5965039) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Starkville, MS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Starkville, MS Sep 2011 - Current 5
Kelly H Cutshall Cpa Pllc Starkville, MS Feb 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Kelly H. Cutshall
Phone Number: 612-671-3131
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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