Mark Kutz
Mark Kutz is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 36 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5525 Twin Knolls Road, Suite 322, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an agent selling fixed insurance products, including life, health, annuities, long-term care, and property & casualty insurance, dedicating full-time hours to this. Mark also owns and manages rental office property, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Fidelity Equity Services CorporationBroker
Investment Management & Research, INCBroker
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.