David Kutschenreuter is the President of Kutschenreuter Financial Services, Inc., a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
David specializes in needs-based planning especially in the area of employer-sponsored retirement plans, assisting participants and executives in planning for future needs such as college funding and retirement while ensuring family protection. He has a comprehensive understanding of his clients’ unique challenges and the opportunities available to them.
He provides recommendations for asset allocation, funding for education, retirement as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to realize their financial goals and implement strategies to meet their distinctive needs.
Professional Qualifications
• Series 26
• Series 6
• Series 63
• Certified Financial Planner (CFP)
• Life Underwriter Training Council Fellow (LUTCF)
Memberships & Affiliations
• NAIFA
Personal Data - David lives in New Berlin, Wisconsin with his wife and their three children.