Howard Kreutzinger, financial advisor Ventura CA

Howard Kreutzinger

CRD Number: 2172059
Current Firm: D.a. Davidson & Company
Compensation Model: Both
Howard Kreutzinger (CRD# 2172059) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 26 years of experience in the finance industry.
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Company Name Location Dates Years
D.a. Davidson & Company Ventura, CA Nov 2013 - Current 7
Crowell, Weedon & Company Ventura, CA Nov 2010 - Nov 2013 3
Ubs Financial Services Inc. Oxnard, CA Jul 1991 - Nov 2010 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Howard E. Kreutzinger
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,661
    MILLIONS
  • Total Number of Accounts
    62,436
    ACCOUNTS
  • Average Account Value
    $330,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
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Data verified by both the advisor and the public regulatory data.

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