Next-Gen · rank 80 · Hauppauge, New York · listed firm: Ameriprise Financial Services
Logo asset (hotlink-protected, view at source): https://www.ameriprise.com/webfiles/1728615733959/assets/ampcom/images/amp-site-logo-reversed.svg
Identity & firm
- Firm — Kuttin Wealth Management (Ameriprise Financial Services, LLC) (high)
- “Private Wealth Advisor Managing Director of Kuttin Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- “"firmName": "AMERIPRISE FINANCIAL SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "12/11/2020"” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Firm type — ibd_rep (high)
- “"firmName": "AMERIPRISE FINANCIAL SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "12/11/2020", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "28543", "iaSECNumberType": "801", "bdSECNumber": "” — sec_finra_regulatory
- Team name — Kuttin Wealth Management (high)
- “Managing Director of Kuttin Wealth Management” — firm_official
- Team size — gap: not_public
- CRD — 6254801 (high)
- “"individualId": 6254801, "firstName": "CLAIRE", "middleName": "K", "lastName": "FITZ", "otherNames": ["CLAIRE KEMP FITZ", "CLAIRE FITZ", "Claire K Fitz", "CLAIRE STAVIN KEMP"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 11 (high)
- “"daysInIndustryCalculatedDateIAPD": "12/15/2014"” — sec_finra_regulatory
- Designations — CFP, other:APMA, other:CSRIC, other:CDFA (high)
- “An Ameriprise Private Wealth Advisor Claire K Fitz CFP ® , APMA ® , CSRIC ®” — firm_official
- “Claire Fitz, CFP®, APMA®, CSRIC®, CDFA® - Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 13200 (high)
- “Team Assets (Custodied): $13.2B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size: $2M” — forbes_shook
- Typical client net worth ($M) — 13.75 (medium)
- “Typical Net Worth of Relationships: $2.5-25M” — forbes_shook
- Client niche — women, LGBTQ couples/families, and intergenerational wealth transfer (medium)
- “Women's Financial Strategies” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "AMERIPRISE FINANCIAL SERVICES, LLC", "iaOnly": "N", ... "iaSECNumber": "28543", "iaSECNumberType": "801", "bdSECNumber": "16791"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/claire.fitz/ (high)
- “Claire K Fitz, Private Wealth Advisor in Hauppauge, NY” — firm_official
- Value proposition (verbatim) — Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality. (high)
- “Achieve so much more Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality.” — firm_official
- Differentiators — Ameriprise Private Wealth Advisor designation, Managing Director of Kuttin Wealth Management, Women's financial strategies specialty, Financial strategies for LGBTQ couples and families, Sustainable and responsible investing (CSRIC) (medium)
- “An Ameriprise Private Wealth Advisor Claire K Fitz CFP ® , APMA ® , CSRIC ®” — firm_official
- “Women's Financial Strategies” — firm_official
- Content marketing — occasional (medium)
- “Unless otherwise noted, all content was authored by the corporate communications department of Ameriprise Financial, and is the property of Ameriprise Financial.” — firm_official
- “Upcoming events Family Love Letter: How Every Family Can Prepare Thursday, September 24, 2026 12:00 PM - 12:45 PM” — firm_official
- Has podcast — no (medium)
- “Featured insights Now Playing As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.” — firm_official
- Books published — 0 (low)
- “Claire Fitz, CFP®, APMA®, CSRIC®, CDFA® - Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/clairekfitz/ (high)
- “Claire Fitz, CFP®, APMA®, CSRIC®, CDFA® - Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Visit Claire K Fitz's Facebook page Visit Claire K Fitz's LinkedIn page” — firm_official
- Press awards — Forbes Best-in-State Wealth Advisors, 2026, Barron's Top 250 Private Wealth Management Teams, 2026 (Kuttin Wealth Management), AdvisorHub Advisors to Watch $1B+, 2026 (Kuttin Wealth Management), AdvisorHub Women's Summit speaker (medium)
- “Forbes Best-in-State Wealth Advisors, 2026” — firm_official
- “I’m proud to share that Forbes has recognized me on their 2026 Best-in-State Wealth Advisors list!” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “<img id="ctl00_cp1_ctlHeaderTemplate_ctlHeroImage_ctlHeroImage_ctl00_imgHero" class="hero-background" src="https://cdn.ameriprisecontent.com/cds/alwp/team/kuttinwealthmanagement/638766365749kuttin-wealth-management_1300x” — firm_official
- Logo url — https://www.ameriprise.com/webfiles/1728615733959/assets/ampcom/images/amp-site-logo-reversed.svg (high)
- Visual brand notes — Ameriprise corporate template: blue/white palette with compass mark, clean sans-serif type, stock lifestyle and lighthouse imagery plus posed team and headshot photography. No team-specific mark. (medium)
- “<img id="ctl00_cp1_ctlHeaderTemplate_ctlHeroImage_ctlAdvisorTeamCard_ctlTeamTitleCard_ctlProfilePhoto_ctl00_imgTeamPhoto" class="ecat-photo" src="https://cdn.ameriprisecontent.com/cds/alwp/kuttinwealthmanagement/kuttin-w” — firm_official
