Howard Evan Kreutzinger

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2013 → Present
  D.A. Davidson & Co.
  Ventura, CA

Previous Registrations

• 2013-11-04 → 2013-11-25
  Crowell Weedon & Co.
  Ventura, CA
• 2010-11-19 → 2013-11-04
  Crowell, Weedon & Co.
  Westlake Village, CA
  Ventura, CA
• 1997-07-08 → 2010-11-26
  Ubs Financial Services Inc.
  Oxnard, CA
  Oxnard, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-25
• S63 Uniform Securities Agent State Law Examination
  1991-09-18

Other Names

• Howard E Kreutzinger