Evan Kulak, financial advisor Wellesley MA

Evan Kulak

CRD Number: 6284773
Current Firm: Polaris Financial, LLC

Evan Kulak (CRD# 6284773) is an Investment Advisor Representative working at Polaris Financial, LLC in Wellesley, MA and has over 7 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Wellesley MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Wellesley MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Wellesley MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
Douugh Wealth, LLC Chicago, IL Feb 2021 - Current 3
Polaris Portfolios, LLC Wellesley, MA Feb 2021 - Current 3
Douugh Wealth, LLC Chicago, IL Dec 2020 - Current 3
Polaris Portfolios, LLC Wellesley, MA Sep 2015 - Feb 2021 5
Fifth Third Bank Chicago, IL Jun 2015 - May 2016 < 1
Cadence Capital Management Boston, MA Nov 2014 - Apr 2015 < 1
Unemployed Boston, MA Jun 2014 - Nov 2014 < 1
Student Brunswick, ME Apr 2006 - Jun 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Evan A. Kulak
Phone Number: 7089960213
Registered State(s):
  • IL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $73,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, CA, CO, CT, DC, FL, IL, KY, MA, MD, MS, MT, NE, NY, OH, OK, PA, TX, VA, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.