Charles Kuhtz
Charles Kuhtz is a CFP-designated registered investment advisor at Intrua Financial, based in Brookfield, WI, with 41 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
675 North Barker Road, Suite 220, Brookfield, WI, 53045
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 Registrations12 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.