Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Financial Services

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Phone: (631) 770-0335 Headquarters: Hauppauge, New York 1174 Veterans Memorial Hwy Hauppauge, NY 11788-4459 Please visit: http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media Awards & Recognition: Kuttin Wealth Management, Barrons Top 100 Private Wealth Management Teams, 2021-2022 Community Participation: Our team participates in a number of non-profit and community service type organizations including: The Mary Brennan Inn Long Island Cares RDH12 Fund for Site Child Abuse Prevention Services (CAPS) Moxxie Mentoring Program Little League Coaching American Cancer Society Island Harvest The Inn Long Island Alzheimers Foundation Wounded Warrior Project and many more

Contact Information

East Meadow , New York , United States

kuttinwealthmanagement.com

Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Org Chart

Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

(Financial Services)

51 - 200

John Wellington

Chief Operating Officer

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Jeffrey Magson

Chief Revenue Officer

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Employees

Total Employees:
59

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others64

Employees Working At Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Kali Olsson

Practice Manager

Thomas Boyer

Client Services Associate

Belle Watson

Associate Financial Advisor

Jack Biestek

Business Development Associate

Gabriel Bauer

Business Development Associate

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Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Compliance	Marinette, WI	workflow, communication, compliance, financial, scheduling, k, client service
Compliance	United States	financial, k, communication, client service
Project Management	Marinette, WI	workflow, communication, compliance, financial, scheduling, k, client service
Project Management	United States	financial, k, communication, client service
Support	Marinette, WI	workflow, communication, compliance, financial, scheduling, k, client service

Trigger

Tech Stack Used By Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

A quick view of products employed by Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Monday.com

Salesforce

List of technologies used by Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Client service

Communication

Compliance

Customer service

Financial

Languages Used By Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

K Natural

Jobs at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Hiring 2024-09-25 13:15:18

Client Services Associate

Marinette, WI

Client Service Associate Position Description: Kuttin Wealth Management, a financial advisory pra...

Hiring 2024-10-19 19:41:46

Paraplanner

United States

ParaplannerWe are seeking an experienced financial planner for our wealth management firm -- this...

Frequently Asked Questions About Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

What does Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc do?+

What is Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc's industry? +

Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc operates in the Financial services industry.

What is Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc's revenue? +

Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc's revenue is 11m - 100m

What is Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc's company size? +

Kuttin wealth management, a private wealth advisory practice of ameriprise financial services, llc has 51 - 200 employees.

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