Charles Harvey Kuhtz

CFP

Intrua Financial

41 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

Location

675 North Barker Road, Suite 220, Brookfield, WI, 53045

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History

Regulatory History (1)

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Customer Dispute

January 2017

Denied

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Other Business ActivitiesSells Insurance

Charles is a musician since 1980, dedicating about 10-20% of his time. He also operates under Freedom Wealth Alliance and Kuhtz Wealth Management, LLC as DBAs for his LPL business, and provides investment advisory services through Intrua Financial LLC, spending about half his time on this activity. Charles is also a licensed agent for non-variable insurance products.