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David Aaron Kutcher

Investment adviser representative at Foundations Investment Advisors LLC
33 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

33 years in the industry.

  1. Frontier Wealth Management, LLCJul 2026 to now
  2. Foundations Investment Advisors, LLCAug 2025 to now
  3. Dak FinancialOct 1993 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (AK).

Foundations Investment Advisors LLC

$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2270748
Firm CRD
175083
Advisor's SEC record (opens in a new tab)
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