Charles Kuhtz
Charles Kuhtz is a CFP-designated registered investment advisor at Intrua Financial, based in Pembine, WI, with 41 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.
Fee Estimator
Location
Pembine, WI
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other 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.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Freedom Wealth Alliance
Edward Jones
Edward JonesBroker
Robert W. Baird & CO. IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Charter Securities CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.