Richard N Kohtz

Current Employers

Employment History

• 12/2008 → 03/2025
  Avantax Investment Services, Inc.
  Bozeman, MT
• 03/2010 → 04/2020
  Kohtz & Co, Llc
  Bozeman, MT
• 01/2018 → 11/2022
  Elev8 Financial Group Llc
  Bozeman, MT
• 11/2018 → Present
  Montana Movement Arts Center Llc
  Bozeman, MT
• 01/2017 → 05/2025
  Avantax Insurance Agency, Llc.
  Bozeman, MT
• 05/2023 → Present
  Runnit Llc
  Bozeman, MT
• 01/2024 → 03/2025
  Msu Doit
  Bozeman, MT
• 01/2025 → 03/2025
  Runnit Wealth Management
  Bozeman, MT
• 01/2025 → 03/2025
  Runnit Wealth Management
  Bozeman, MT
• 05/2025 → Present
  Osaic Wealth Inc
  Bozeman, MT

Previous Registrations

• 2010-09-07 → 2025-06-02
  Avantax Advisory Services
  Bozeman, MT
  Bozeman, MT

Other Businesses

1. FABOSHKRI LLC POSITION: Owner NATURE: Real estate ownership, personal assistant and consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 3165 SUMMER VIEW LN, Bozeman MT 59715, United States DESCRIPTION: Manage rental properties and personal assistants. 2. RUNNERS LLC POSITION: Owner NATURE: Commercial property ownership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2010 ADDRESS: Bozeman MT 59717 DESCRIPTION: Manage the building 3. MONTANA MOVEMENT ARTS CENTER POSITION: Owner NATURE: Commercial property rental INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2017 ADDRESS: PO Box 5005, Bozeman MT 59717 DESCRIPTION: Property management 4. FIELDVIEW FINANCIAL LLC POSITION: Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/15/2025 ADDRESS: Bozeman MT 59717 DESCRIPTION: Registered Investment Advisor 5. RUNNIT LLC POSITION: Owner NATURE: Consulting services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: Bozeman MT 59717 DESCRIPTION: Consulting services 6. FIELDVIEW FINANCIAL LLC INSURANCE POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/06/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: This OBA is for insurance services performed under the FieldView Financial LLC entity. 7. WILDFLOWER GROUP LLC POSITION: Owner NATURE: This is an LLC that was created for future business endeavors should any arise. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: Bozeman MT 59717 DESCRIPTION: No duties exist at this time. This is an entity that is created solely for the purpose of potentially acquiring new business activities should the opportunity arise. 8. FIELDVIEW FINANCIAL LLC CPA POSITION: CPA NATURE: CPA activities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/06/2026 ADDRESS: 3165 SUMMER VIEW LN, Bozeman MT 59715, United States DESCRIPTION: CPA related services, tax preparation, tax audits, accounting and consulting services, No check writing or bill payments. 9. FIELDVIEW FINANCIAL LLC POSITION: Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/15/2025 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: Registered Investment Advisor 10. FIELDVIEW WEALTH MANAGEMENT POSITION: Owner NATURE: DBA for securities practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/26/2026 ADDRESS: 3165 Summer View Lane, BOZEMAN MT 59715, United States DESCRIPTION: Wealth management and investment advisory services 11. FIELDVIEW WEALTH MANAGEMENT CPA POSITION: CPA NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/06/2026 ADDRESS: 3165 SUMMER VIEW LN, Bozeman MT 59715, United States DESCRIPTION: CPA, tax preparation, accounting and consulting. No check writing or bill payment. 12. FIELDVIEW WEALTH MANAGEMENT INSURANCE POSITION: CPA NATURE: CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/06/2026 ADDRESS: 3165 SUMMER VIEW LN, Bozeman MT 59715, United States DESCRIPTION: CPA related activities. Consulting, tax preparation and accounting. No check writing capabilities or bill payment services. 13. MONTANA MOVEMENT ARTS CENTER POSITION: Owner NATURE: Commercial property rental INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2017 ADDRESS: 4045 RAIN ROPER DR, Bozeman MT 59715, United States DESCRIPTION: Property management

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-04
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Designations