Levi K Kautz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → 03/2019
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 07/2011 → 03/2020
  Kurt Bethke
  Denver, CO
• 01/2019 → Present
  Bennett High School
  Bennett, CO
• 03/2020 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2005-05-27 → 2020-03-18
  Northwestern Mutual Investment Services, Llc
  Denver, CO
  Denver, CO

Other Businesses

Byers High School Type: Education Date: 11/14/22 Title: Assistant Basketball Coach Trad Hrs: 0 Tot Hrs: 10 Desc: I am going to work with the high school boys basketball team each day on the understanding of the fundamentals of basketball. City-State: Byers CO

Exams

• S66 Uniform Combined State Law Examination
  2005-05-24
• S63 Uniform Securities Agent State Law Examination
  1997-12-08

Other Names

• Levi K Kautz
• Levi K Kautz
• Levi Khristian Kautz