Dan Kutzkey

Financial Planner/President Founder of Maxwell Financial Group, Inc.

Financial Adviser at Maxwell Financial Group, Inc in Manhattan Beach, CA

About

Owner and founder of Maxwell Financial Group, Inc., a Registered Investment Advisor (RIA).

Address
1590 Rosecrans Avenue Suite D345 in Manhattan Beach, CA 90266
Info
Year started: 2005

Reviews

Peer Endorsements

Best Answers

Dan Kutzkey has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

CA Insurance Lic
License # 0F05581
Series 7
Series 66
OR/IL/TX/CO/FL Insurance Lic
License # NPN 8704948

Certifications

MBA

Background

Experience

Financial Planner
VP/OSJ Principal - Financial Planning Division
Advanced Case Director/Principal
Owner/President

Education

University of Phoenix
University of Phoenix