Jared Carl Kutz

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2016-11-09

LA RA
APPROVED

Since 2016-11-09

Branch Locations

738 N Ashley Ridge Loop, Shreveport, LA 71106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kutz Accounting Services Inc.	Bossier City	LA	01/2009	11/2016
Hd Vest Investment Services	Bossier	LA	09/2009	10/2016
Ameriprise Financial Services, Inc.	Shreveport	LA	10/2016	03/2020
Ameriprise Financial Services, Llc	Shreveport	LA	03/2020	Present

01/2009 → 11/2016

Kutz Accounting Services Inc.

Bossier City, LA
09/2009 → 10/2016

Hd Vest Investment Services

Bossier, LA
10/2016 → 03/2020

Ameriprise Financial Services, Inc.

Shreveport, LA
03/2020 → Present

Ameriprise Financial Services, Llc

Shreveport, LA

Other Businesses

Business Ownership; Kutz Enterprises; ; real estate holdings; 215 Bobbie st Suite 200, ,; Not Investment-Related; 11/01/2014; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; Kutz Accounting; Manager -; Accountant; 215 Bobbie st Suite 200, ,; Not Investment-Related; 01/01/2009; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-13

S66 Uniform Combined State Law Examination

2016-10-13

View on SEC IAPD