Jeffrey Kevin Kutz
Investment adviser representative at Arborstone Financial, LLC
33 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$476MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Arborstone Financial, LLCJan 2026 to now
- Purshe Kaplan Sterling Investments, Inc.Jan 2026 to now
- Ameriprise Financial Services, LLCFeb 1993 to Jan 2026
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Arborstone Financial, LLC
$476MAssets managed
1,129Clients
4Advisers
Under 1 yearIn 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
- 2309515
- Firm CRD
- 338225