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Kent Donald Schutte

ADVANCED ADVISOR GROUP, LLC·CAMBRIDGE, Minnesota
SIE, Series 6, Series 7, Series 14, Series 24, Series 51, Series 63, Series 65, Series 99TOCFPClean record27 years registeredADVANCED ADVISOR GROUP, LLC
1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN 55008CRD# 1432361Firm CRD# 140393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kent Donald Schutte · CAMBRIDGE, MN
Registration
CRD #1432361 · ADVANCED ADVISOR GROUP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

ADVANCED ADVISOR GROUP, LLC
Jul 2007 – present
EFS ADVISORS
May 1999 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 51
Series 63
Series 65
Series 99TO
Registration record
First registered · May 24, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVANCED ADVISOR GROUP, LLC
CRD 140393 · SEC 801-118465
AUM
$13M
Regulatory assets under management
Employees
8
106 client accounts
Services offered by ADVANCED ADVISOR GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVANCED ADVISOR GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kent Donald Schutte offer?
Kent Donald Schutte specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Minnesota for a consultation.
What are Kent Donald Schutte's credentials?
Kent Donald Schutte holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kent Donald Schutte located?
Kent Donald Schutte is based in CAMBRIDGE, Minnesota, working with ADVANCED ADVISOR GROUP, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Kent Donald Schutte charge for services?
Kent Donald Schutte's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCED ADVISOR GROUP, LLC?
ADVANCED ADVISOR GROUP, LLC has approximately 8 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVANCED ADVISOR GROUP, LLC

Dorothy Susan Fuller
CAMBRIDGE, MN

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