TrueAdvisor
TrueAdvisor
AK
AK

Alan Kutsch

Cetera Investment Advisers LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Cetera Investment Advisers LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K

Location

3390 Asbury Road, Dubuque, IA, 52002

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Avantax Planning Partners, INC.
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Avantax Advisory Services
March 2021 - September 2025 · 4 yrs 6 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.