Investment Management & Retirement Planning

CONNECT

Address:

116 Janesville Street
Oregon , WI 53575

Phone:

(608) 291-2121

Fax/Other:

(608) 237-2288

Advisors

Levi Cutler

 

Levi is a CERTIFIED FINANCIAL PLANNER™ professional and is also a Accredited Investment Fiduciary® Designee.  Levi holds the FINRA General Securities registration (Series 7) and the Uniform Combined State Law Registration (series 66) through LPL Financial, as well as being licensed to offer life and health insurance. Levi graduated from Oregon High School in 2002 and is a 2006 graduate of Wartburg College in Waverly, Iowa where he earned a Bachelor of Arts degree in Communications, with a Minor in Business.

 

 

Gary has over 30 years of experience in the Financial Services industry. Gary holds Series 7, 24 and 66 registrations through LPL Financial as well as Life and Health Insurance licenses. He also holds CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) industry designations.  He received his BA in Business Administration from Central College in 1975 and his MBA from the University of Northern Iowa in 1985.