Daniel Kutzke, financial advisor Wabasha MN
96 score

Daniel Kutzke

CRD Number: 1129505
Current Firm: Commonwealth Financial Network

Daniel Kutzke (CRD# 1129505) is an Investment Advisor Representative working at Commonwealth Financial Network in Wabasha, MN and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Sep 2012 - Current 4
Pratt, Kutzke And Associates, LLP Pratt, Kutzke And Associates, Llp, MN Sep 2012 - Current 4
Woodbury Financial Services Rochester, MN Jul 1999 - Sep 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Daniel L. Kutzke
Phone Number: 781-736-0700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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