Paul Kluskowski, financial advisor Farmington MN

Paul Kluskowski

CRD Number: 4038794
Current Firm: T/r Financial Management Group, LLC

Paul Kluskowski (CRD# 4038794) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Farmington, MN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
T/r Financial Management Group, LLC Hastings, MN Sep 2004 - Current 19
Lotus Investment Management, LLC Washington, DC Oct 2006 - Mar 2019 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Paul J. Kluskowski
Phone Number: 202-421-4466
Registered State(s):
  • GA
  • MD
  • MI
  • MN
  • TX
  • VA
  • WI
Current Firm Details
T/r Financial Management Group, LLC
Firm's CRD Number: 117102
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $158,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC, GA, MD, MI, MN, TX, VA, WI

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