Andrew Kutanovski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2016 → 01/2024
  Valic Financial Advisors Inc.
  Houston, TX
• 12/2022 → 01/2024
  Agia
  Houston, TX
• 01/2024 → Present
  Lpl Financial Llc
  Crown Point, IN

Previous Registrations

• 2016-11-21 → 2024-02-07
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Chicago, IL

Other Businesses

1) 12/01/2023 - Referrals - General refers to CPA and vice versa - Referral Attest - IN 46307 - Investment related - Start date: 1/22/2024. 2) 12/01/2023 - Notary - IN 46307 - Investment related - Start date: 1/26/2018. 3) 12/01/2023 - Kutanovski Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s). 4) 12/01/2023 - ADK East LLC - Real Estate Rental - Co-owner - IN 46307 - 2% time spent - Investment related - Start date: 11/02/2021. 5) 04/23/2024 - Kutanovski Dental LLC - Business Owner - Not Investment Related - 229 S East St Crown Point, IN 46307 - Start Date 03/07/2024 - 5 Hours Per Month/ 0 Hours During Trading 6) 04/23/2024 - ADK 229 LLC - Real Estate Rental - Investment Related - Crown Point, IN - Start Date 03/19/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  2016-03-31

Designations

• Certified Financial Planner