Financial Services Center, Inc.
CFP®, Financial Advisor
Phone: 608-882-5200 x1509
Levi D. Cutler partnered with the Financial Service Center in October of 2012. He holds the FINRA General Securities registration (Series 7) and is an Investment Advisor Representative of SII (Series 66), 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. Levi is a CERTIFIED FINANCIAL PLANNER® professional and has six years of financial services experience as a financial advisor.
Levi and his wife Sarah currently reside in Brooklyn, WI and have two young sons Ty and Cade. He enjoys spending time with his family, friends and golfing at Evansville Golf Club where he has been a member since 2009. Levi and his family are also members at the Holy Mother of Consolation church in Oregon, WI.
Levi will be located primarily in Oregon, WI at the Financial Services Center, Inc. and Union Bank & Trust Company location on Main Street. He is also available to meet at other locations by appointment. Levi specializes in developing investment and financial plans to assist clients with retirement planning.
SII Investments, Inc. (SII), member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Union Bank & Trust Company, The Bank of Oregon or Financial Services Center. Securities and advisory services offered through SII are *not insured by the FDIC or any other Federal Government agency, *not a deposit or other obligation of, or guaranteed by any bank or its affiliates, and *subject to risks including the possible loss of principal amount invested. SII does not provide tax or legal advice.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
* Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
* Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advise for compensation.
* We are registered to offer securities in the following states: WI, WA, NC, FL,CO