| Advisor Profile |
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| Name: |
Max Nutkowitz, CFP® |
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Business Description |
Ask us about our dinner seminars. Our team has a combined forty years experience.
We offer retirement planning with disciplined investment selection and ongoing monitoring. Our emphasis is on conservative and high quality investments. |
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General Information |
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| States Licensed in: |
IL, MI, CA, NJ, NC
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| Years of Experience in Financial Services: |
11
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| Number of Years with Current Firm: |
11
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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| BS, Accounting - Kettering University |
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| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner
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| Securities Licenses: |
Series 7, Series 63
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Life, Annuity
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| Financial Organization Memberships: |
The Bond Club of Chicago
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Assets Managed by Firm: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a commission only financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
100000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Max Nutkowitz, CFP® |
Frequently Asked Questions |
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