Allen I. Kutchins

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CRD#: 4478796

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.

Allen Ira Kutchins, CFP® was a registered financial professional .

Allen is a previously registered financial professional and started their career in finance in 2000. Allen had worked at 10 firms and has passed the Series 63, Series 65, Series 7, Series 6, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KRD INSURANCE SERVICES, LLC, MEMBER, RECEIVE COMMISSION BASED UPON PERSONAL PRODUCTION, ABOUT 10 HOURS PER YEAR. KUTCHINS, ROBBINS & DIAMOND, LTD, VICE PRESIDENT, SALARY AND BONUS BASED UPON PERFORMANCE. TRADITIONAL SERVICES PROVIDED BY PUBLIC ACCOUNTING FIRM. FULL-TIME KRD CONSULTANTS, INC. (A/K/A AQM BUSINESS SOLUTIONS, INC) HOLDS A BUSINESS BROKERS LICENSE AND LOAN BROKERS LICENSE. THERE HAS BEEN NO ACTIVITY IN THIS COMPANY. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. WINDY CITY PROPERTIES AND LIGHTING, CICERO IL, NOT INVESTMENT RELATED, NO DEVOTION DURING TRADING HOURS, AFFILIATED SINCE 3/25/1999, RENTAL PROPERTY VARIOUS CHARITY BOARDS, NOT INVESTMENT RELATED, AFFILIATED SINCE 1988, MOST MEETINGS AT NIGHT KRD FINANCIAL, SCHAUMBURG, IL, AFFILIATED SINCE OCTOBER OF 1998, INVESTMENT ADVISOR

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Past

March 13, 2022 - March 31, 2025

KRD WEALTH MANAGEMENT, LLC

RIA

CRD#: 317947

Schaumburg, IL

Past

June 6, 2012 - December 31, 2022

KRD FINANCIAL

RIA

CRD#: 162455

SCHAUMBURG, IL

Past

May 4, 2011 - December 13, 2011

REGAL SECURITIES, INC.

CRD#: 7297

GLENVIEW, IL

Past

September 16, 2010 - November 18, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

SCHAUMBURG, IL

Past

September 16, 2010 - November 18, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SCHAUMBURG, IL

Past

February 5, 2010 - December 31, 2011

KUTCHINS, ALLEN

RIA

CRD#: 151304

SCHAUMBURG, IL

Past

November 10, 2005 - November 22, 2005

ICM SECURITIES, LLC

CRD#: 131988

CHICAGO, IL

Past

September 9, 2004 - October 29, 2010

KRD BROKERAGE, LLC

CRD#: 130865

SCHAUMBURG, IL

Past

July 29, 2003 - November 10, 2004

REGAL SECURITIES, INC.

CRD#: 7297

GLENVIEW, IL

Past

December 7, 2001 - December 31, 2002

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

March 20, 2000 - June 23, 2009

KRD FINANCIAL, LLC

RIA

CRD#: 123230

SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 12/5/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/31/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/6/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 8/25/2003

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/5/2003

General Securities Principal Examination

Current Firm

KRD WEALTH MANAGEMENT, LLC

CRD#: 317947 / SEC#: 801-123175

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Contact information

Main Address

1051 Perimeter Drive 9th Floor, Schaumburg, IL 60173

Mailing Address

Phone number

(847) 849-5550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART2A KRD WEALTH MGT 2022 (3/18/2024)

Regulatory assets under management

Total Number of Accounts	292
AUM (Assets Under Management)	$ 98,532,392

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.

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Advisor Monitoring

Firm Stability Insights

Allen I. Kutchins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KRD FINANCIAL

REGAL SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

KUTCHINS, ALLEN

ICM SECURITIES, LLC

KRD BROKERAGE, LLC

REGAL SECURITIES, INC.

WATERSTONE FINANCIAL GROUP, INC.

KRD FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/5/2001

Series 65

Date: 8/31/1999

Series 7

Date: 7/28/2003

Series 6

Date: 12/6/2001

Series 27

Date: 8/25/2003

Series 24

Date: 8/5/2003

Current Firm

KRD WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KRD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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