Kevin Kutz
Financial Services Representative – Retirement ● Life / Disability / Long-term Care Insurance at Third Coast Advisors- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Life & Health Insurance License – State of WI Commissioner of Insurance
Wisconsin Office of the Commissioner of Insurance (OCI)Jul, 2015- Oct, 2024
Experience
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Third Coast Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Representative – Retirement ● Life / Disability / Long-term Care Insurance
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Jan 2021 - Present
A Financial Services Representative with Third Coast Advisors, I help individuals and families prepare for retirement by advising on how to protect their financial assets and build wealth for the future. In support of Third Coast Advisors’ mission to inspire the world to protect what matters, accumulate what is possible, and conserve what is needed, I work with people nearing retirement age to plan for their retirement by getting to know their lifestyle today. The trusted relationships I build with my clients allows me to learn about their current resources and expenses so that I may provide a personalized retirement strategy that aligns with both their immediate financial needs and long-term plans. Whether looking for guidance in life and disability insurance, income planning, college funding, or taxes, I meet people where they are today and position them for where they want to be tomorrow. No one should be afraid of running out of money in retirement or worry about protecting their family in case of an accident, disability, or even death. By guarding what matters most and preparing for what lies ahead, I want my clients to feel confident that they are doing everything in their power to leave a legacy for their family. Please contact me to learn more about how to protect your assets, prepare for your future, and plan for your goals. ● Kevin.d.kutz@thirdcoastadv.com ● 262-746-9282 Third Coast Advisors Inc. is an Agency of The Guardian Life Insurance Company of America (Guardian). Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court Suite 100 Pewaukee, WI 53072, 608.828.9800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America®. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Show less
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Dickmann Manufacturing Co.
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United States
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Industrial Machinery Manufacturing
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1 - 100 Employee
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Machine Operator – Equipment Procedures & Customer Requirements ● State Regulatory Compliance
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Jun 2018 - Jun 2021
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Express Employment International
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United States
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Staffing and Recruiting
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700 & Above Employee
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Buffer – Quality Control & Assurance ● Product Inspection & Preparation ● QC Maintenance
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Sep 2017 - Apr 2018
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Kettle Moraine Appliance and Sleep Center
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United States
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Retail
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1 - 100 Employee
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Sales Consultant – New Merchandise ● Customer Sales ● Professional Product & Service Knowledge
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May 2017 - Aug 2017
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Cerfus Logistics, Inc.
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Milwaukee, Wisconsin, United States
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Delivery Driver – 100+ Customers ● Documentation Compliance & Processing ● Reliability & Efficiency
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May 2014 - Apr 2017
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MedSpeed
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United States
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Hospitals and Health Care
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400 - 500 Employee
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Delivery Driver – Customer Targets ● Documentation Management & Paperwork Processing
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Oct 2012 - May 2014
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Tennessean
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United States
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Newspaper Publishing
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1 - 100 Employee
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District Manager / Agent – Newspaper Distribution ● Customer Service ● Team Leadership & Management
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Mar 2005 - Jul 2012
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Self-employed
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Menomonee Falls, Wisconsin, United States
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Delivery Driver / Independent Contractor – Customer Targets ● Documentation ● Safety & Compliance
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May 2002 - Mar 2005
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Strong Capital Management
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United States
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Investment Banking
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Research Specialist – 401k Accounts ● Customer Service ● Account Maintenance & Reconciliation
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Jan 1997 - May 2002
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Education
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Dr. Martin Luther College
Bachelor of Science - BS, Elementary Education