TK
TK

Timothy Kutsch

13 Years of Experience
Bennington, NE
Sells Insurance

Timothy Kutsch is a registered investment advisor at Brilliant Financial Advisors LLC, based in Bennington, NE, with 13 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 40 clients with $2.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
40 clients
Average Client Portfolio
$64K average
Assets Under Management
$2.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable. Accredited clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bennington, NE

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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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Other Business ActivitiesSells Insurance

Timothy is a licensed insurance agent selling life, health, and annuity insurance and receives commissions for these activities.

Employment History
Current Registrations
Brilliant Financial Advisors LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2021 - October 2023 · 2 yrs 3 mos
Western Wealth Builders
June 2017 - June 2021 · 4 yrs
Foresters Equity Services, INC.Broker
June 2015 - May 2017 · 1 yr 11 mos
Foresters Equity Services, INC.
June 2015 - May 2017 · 1 yr 11 mos
AXA Advisors, LLC
November 2013 - June 2015 · 1 yr 7 mos
AXA Advisors, LLCBroker
November 2013 - June 2015 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.
January 2013 - November 2013 · 10 mos
Mutual of Omaha Investor Services, INC.Broker
October 2012 - November 2013 · 1 yr 1 mo
State Registrations2 states
IANE
Advisor

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.

Exams
No exam information available for this advisor.