Michael Kulaski, financial advisor Phoenix AZ

Michael Kulaski

CRD Number: 4805748
Current Firm: Schwab Wealth Advisory, Inc.

Michael Kulaski (CRD# 4805748) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company Inc. Phoenix, AZ Aug 2021 - Current 2
Schwab Private Client Investment Advisory Phoenix, AZ Aug 2021 - Current 2
Edward Jones St.louis, MO Aug 2019 - Jul 2021 1
State Farm Investment Management Corp Scottsdale, AZ Nov 2018 - Jun 2019 < 1
State Farm Vp Management Corp Scottsdale, AZ Oct 2018 - Jun 2019 < 1
Mike Kulaski Insurance Agency Scottsdale, AZ Jun 2018 - Jun 2019 1
State Farm Insurance Tempe, AZ Jan 2018 - May 2018 < 1
State Farm Insurance Chandler, AZ Dec 2016 - Dec 2017 1
State Farm Insurance Chandler, AZ Jun 2013 - Dec 2016 3
State Farm Vp Management Corp Chandler, AZ Jun 2013 - Dec 2016 3
State Farm Insurance Scottsdale, AZ Sep 2011 - Dec 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Michael T. Kulaski
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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