Joseph Kalinowski, financial advisor Walnut Creek CA

Joseph Kalinowski

CRD Number: 4371318
Current Firm: Thomas Doll

Joseph Kalinowski (CRD# 4371318) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Td Payroll, Inc. Walnut Creek, CA Jul 2014 - Current 9
Thomas Doll Walnut Creek, CA Jul 2007 - Current 16
Pensionone Advisors, Inc. Walnut Creek, CA Jul 2004 - Current 19
Thomas Doll Cpa's, P.c. Walnut Creek, CA Dec 1988 - Current 35
Wymac Capital, Inc. Walnut Creek, CA Oct 2014 - Dec 2014 < 1
Cpa Mortgage, Inc. Walnut Creek, CA Nov 2001 - Sep 2014 12

Joseph Kalinowski has no recent exams reported.
Contact Info for Joseph E. Kalinowski
Phone Number: 925.939.2500
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,416
    MILLIONS
  • Total Number of Accounts
    2,614
    ACCOUNTS
  • Average Account Value
    $541,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AZ, CA, FL, GA, HI, ID, NC, NV, OR, SC, TX, UT, WA

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