EC
EC

Evan Cutler

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

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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

Evan is a licensed insurance agent with various carriers, spending about 10-20% of his time on this activity. He is also the founder of Cutler Foundation, a non-profit charity organization, dedicating minimal time to it.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
August 2022 - Present · 3 yrs 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.