TK

Timothy Kutsch

BRILLIANT FINANCIAL ADVISORS
Bennington, NE
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CRD#: 6003654
TK

Professional summary


Timothy Kutsch, who also goes by Tim R. Kutsch, Timothy Richard Kutsch, is a registered financial advisor currently at BRILLIANT FINANCIAL ADVISORS LLC located in Bennington, Nebraska.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tim R. Kutsch | Timothy Richard Kutsch

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Timothy Kutsch's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 19, 2023 - Present

BRILLIANT FINANCIAL ADVISORS LLC

RIA
CRD#: 327147
Bennington, NE
Past

July 1, 2021 - October 2, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
OMAHA, NE
Past

June 8, 2017 - June 30, 2021

RANDALL WEALTH ADVISORS, LLC

RIA
CRD#: 283254
LA VISTA, NE
Past

June 30, 2015 - May 15, 2017

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
OMAHA, NE
Past

June 30, 2015 - May 15, 2017

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

November 20, 2013 - June 17, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OMAHA, NE
Past

November 20, 2013 - June 17, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OMAHA, NE
Past

January 16, 2013 - November 21, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
OMAHA, NE
Past

October 22, 2012 - November 21, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(9/19/2023)
IAR
Nebraska
(10/5/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BF
BRILLIANT FINANCIAL ADVISORS LLC
BRILLIANT FINANCIAL ADVISORS LLC

CRD#: 327147 / SEC#:

Iowa
Registered Investment Advisory firm - (9/5/2023 Approved)
Nebraska
Registered Investment Advisory firm - (8/30/2023 Approved)
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Contact information


Main Address
Bennington, NE
Mailing Address
Phone number
(402) 202-8216
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 2,565,813

Red Flags


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Company Information


BRILLIANT FINANCIAL ADVISORS LLC

CRD#: 327147Bennington, NE

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