Charles Harvey Kuhtz

CFP

Intrua Financial

41 Years of Experience

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Firm Information

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

675 North Barker Road, Suite 220, Brookfield, WI, 53045

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2017

Denied

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Other Business ActivitiesSells Insurance

Charles is a musician since 1980, dedicating about 10-20% of his time. He also operates under Freedom Wealth Alliance and Kuhtz Wealth Management, LLC as DBAs for his LPL business, and provides investment advisory services through Intrua Financial LLC, spending about half his time on this activity. Charles is also a licensed agent for non-variable insurance products.