Francis Kulak, financial advisor West Des Moines IA

Francis Kulak

CRD Number: 1494709
Current Firm: Fbl Wealth Management, LLC

Francis Kulak (CRD# 1494709) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fbl Marketing Services LLC West Des Moines, IA Sep 2020 - Current 1
Fbl Financial Group West Des Moines, IA Sep 2020 - Current 1
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
Consultant Nyc, NY Jul 2013 - Oct 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Jun 2013 3
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Francis Kulak
Phone Number: 515-225-5400
Registered State(s):
  • IA
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $12,019,067
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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