Given Joshua Kutz

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

• 02/2013 → 06/2025
  Rowe And Associates, Inc.
  Missoula, MT
• 08/2017 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Missoula, MT

Previous Registrations

• 2021-11-24 → 2025-06-05
  Western International Securities, Inc.
  Northridge, CA
  Missoula, MT

Other Businesses

1. 6/5/2025: Rowe & Associates, Inc; At reported business location(s); Non-Variable Insurance; Inv. related; start date 2/18/2013; 60hrs/mo.; 20hrs during trading. 2. 6/5/2025: Kutz Family Properties; At reported business location(s); Business Entity For Tax/Investment Purposes Only; Inv. related; start date 1/1/2017; 1hrs/mo.; 0hrs during trading. 3. 6/5/2025: Rowe Financial Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 6/20/2023; 160hrs/mo.; 120hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-30

Other Names

• Given Joshua Kutz
• Joshua Kutz
• Given J. Kutz