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Alan K
Series 63, Series 65
Laurens, IA
Cetera Planning Partners
Alan Kutsch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He has held various roles within Cetera and Avantax firms since 2021 and previously worked at HK Financial Services from 2012 to 2021. He holds Series 63 and Series 65 licenses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
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