Kelly CutshallCRD 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 5 years of experience in the finance industry.
State Farm Investment Management Corp.
Commonwealth Financial Network
National Planning Corporation ("npc Of America" In Fl & Ny)
|Ameriprise Financial Services||Starkville, MS||Sep 2011 - Current||5|
|Kelly H Cutshall Cpa Pllc||Starkville, MS||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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