Adam Kulesza (CRD# 4770420) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 19 years of experience in the finance industry. Adam Kulesza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Executive Wealth Management, LLC | Brighton, MI | May 2023 - Current | < 1 |
| Ewm Tax Solutions, LLC | Brighton, MI | Feb 2021 - Current | 3 |
| Ewm Capital, LLC | Brighton, MI | Feb 2017 - Current | 7 |
| Executive Financial Planning | Brighton, MI | Nov 2005 - Current | 18 |
| Executive Wealth Management, LLC | Brighton, MI | Aug 2006 - May 2023 | 16 |
| Private Client Services, LLC | Louisville, KY | Jun 2017 - Dec 2022 | 5 |
| 401(k) Gps, Inc. | Brighton, MI | Sep 2011 - Nov 2017 | 6 |
| Invest Financial Corp | Tampa, FL | Feb 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- AZ
- CA
- FL
- GA
- IL
- MI
- MO
- NC
- OH
- SC
- TX
- WA
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Total Assets Under Management1,439MILLIONS
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Total Number of Accounts7,577ACCOUNTS
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Average Account Value$189,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI
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