Bryan M. Knutson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan Milloy Knutson, CFP®, who also goes by Bryan Milloy Knutson, was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2001. Bryan had worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
July 6, 2018 - December 12, 2023
CUTLER INVESTMENT GROUP
May 2, 2011 - March 13, 2018
PACIFIC PORTFOLIO CONSULTING, LLC
December 3, 2008 - April 15, 2011
LNW
April 19, 2001 - June 7, 2002
MORGAN STANLEY DW INC.
February 23, 2001 - June 7, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
CUTLER INVESTMENT GROUP
CRD#: 128483 / SEC#: 801-62469
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CUTLER INVESTMENT GROUP
CRD#: 128483 / SEC#: 801-62469
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,235 |
| AUM (Assets Under Management) | $ 1,309,990,254 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
