1. Wealthminder
  2. Walnut Creek, CA
Benjamin Kautz, financial advisor Walnut Creek CA

Benjamin Kautz

CRD Number: 5792772
Current Firm: Mercer Global Advisors Inc.

Benjamin Kautz (CRD# 5792772) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry. Benjamin Kautz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. San Francisco, CA Apr 2017 - Current 3
Mercer Global Advisors. Inc. San Francisco, CA Sep 2015 - Mar 2017 1
Mercer Global Advisors. Inc. San Francisco, CA Jul 2014 - Sep 2015 1
Destination Wealth Management Walnut Creek, CA Mar 2011 - Jul 2014 3
Summit Financial Strategies, Inc. Columbus, OH May 2010 - Feb 2011 < 1

Benjamin Kautz has no recent exams reported.
Contact Info for Benjamin W. Kautz
By the Numbers
  • Total Assets Under Management
    18,812
    MILLIONS
  • Total Number of Accounts
    36,995
    ACCOUNTS
  • Average Account Value
    $508,515
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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, WY

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