David Quentin Kutschenreuter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → 11/2018
  Signator Investors Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  New Berlin, WI

Previous Registrations

• 2015-07-01 → 2018-11-02
  Signator Investors, Inc.
  New Berlin, WI
  Southfield, MI

Other Businesses

1) KUTSCHENREUTER FINANCIAL SERVICES-SECURITIES POSITION: IAR NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/19/2014 ADDRESS: 15809 W NATIONAL AVE, NEW BERLIN WI 53151, United States DESCRIPTION: Sales/marketing of securities/Investment Advisory and insurance products 2) KUTSCHENREUTER FINANCIAL SERVIVES-FIXED INSURANCE POSITION: Investment Advisor NATURE: s Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2004 ADDRESS: 15809 W NATIONAL AVE, NEW BERLIN WI 53151, United States DESCRIPTION: Sales/Marketing of fixed annuities and non variable insurance 3) KUTSCHENREUTER FINANCIAL SERVICES POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/04/2004 ADDRESS: 15809 W NATIONAL AVE, NEW BERLIN WI 53151, United States DESCRIPTION: Sales of property and casualty insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• David Q Kutschenreuter
• Dave Kutschenreuter