Edwin John Kulawiak

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  Nerenberg And Kulawiak, Inc.
  Stanhope, NJ
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) KULAWIAK FINANCIAL SERVICES, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED: 2) NAME OF OTHER BUSINESS: NERENBERG & KULAWIAK, INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PRACTICE ; START DATE: 1/2023 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / ENROLLED AGENT ; APX NUMBER OF HOURS PER WEEK: 80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREP, BUSINESS BOOKKEEPING, PAYROLL PREPARATION, TAX AND BUSINESS CONSULTING

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-20
• S63 Uniform Securities Agent State Law Examination
  2002-12-13