Francis Kulak, financial advisor Minneapolid MN

Francis Kulak

CRD Number: 1494709
Current Firm: Moors & Cabot, Inc.

Francis Kulak (CRD# 1494709) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Minneapolid, MN and has over 7 years of experience in the finance industry.

Company Name Location Dates Years
Moors Cabot Inc. Phoenix, AZ Aug 2023 - Current < 1
Fbl Marketing Services LLC West Des Moines, IA Sep 2020 - Aug 2023 2
Fbl Financial Group West Des Moines, IA Sep 2020 - Aug 2023 2
Bancwest Investment Services, Inc. Spooner, WI Jan 2017 - Sep 2020 3
Bank Of The West Spooner, WI Jan 2017 - Sep 2020 3
Unemployed Minneapolis, MN Sep 2016 - Jan 2017 < 1
Ameriprise Financial Services Inc. Minneapolis, MN Sep 2015 - Aug 2016 < 1
Guradian Life Insurance New York, NY Nov 2013 - Jul 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Francis Kulak
Phone Number: 800-426-0501
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,492
    MILLIONS
  • Total Number of Accounts
    4,119
    ACCOUNTS
  • Average Account Value
    $605,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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