Allen Zutz
Allen Zutz is a registered investment advisor at Cetera Investment Advisers LLC, based in Bemidji, MN, with 18 years of industry experience. Allen 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
4701 Stacy Ann Dr Nw, Bemidji, MN, 56601
Get directionsHistory
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
Allen sells health insurance, dedicating a few hours per week to this non-investment related activity. He also owns A2Z Financial LLC, a financial/investment services business, dedicating full-time hours to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 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.