Terry Kutz

Terry has been a life-long resident of Southeast Wisconsin, attending school in Kenosha & Salem, Wisconsin. He also graduated from UW-Milwaukee with a degree in Economics and History in 1973. Before joining Equity Enterprises in April, 1986, he worked for a number of years in retail and commercial credit and collection.

Terry earned the Certified Financial Planner? designation in 1990, and held the designation for 12 Years. He has also taught in-house continuing education classes, and assisted on in-house research.

“The Financial Planning process is a long-term program, and is unique for each individual; it does not follow a ‘cookie-cutter’ approach. Every person’s goals are different, based on their needs and available financial assets. Also, these goals will be affected by the risk a person is willing to take to achieve these goals.”

“I enjoy working with a wide range of clients, due to the challenges each client provides me in helping them achieve their goals. I do favor working with more challenging clients, particularly those approaching or in retirement, as they need the greatest help in earning reasonable income, while conserving their assets for both themselves and their heirs.”

 

 

 

Telephone: 414 / 475-0350

330 North 121st Street, Milwaukee, WI. 53226-3895