Adam R Kulesza

Current Employers

Employment History

• 11/2005 → 12/2024
  Executive Financial Planning
  Brighton, MI
• 11/2005 → 05/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 02/2009 → 06/2017
  Invest Financial Corp
  Tampa, FL
• 09/2011 → 11/2017
  401(K) Gps, Inc.
  Brighton, MI
• 06/2017 → 12/2022
  Private Client Services, Llc
  Louisville, KY
• 02/2021 → Present
  Ewm Tax Solutions, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 02/2017 → 12/2024
  Ewm Capital, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2010-10-30 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
• 2013-12-03 → 2017-11-16
  401K Gps
  Brighton, MI
• 2010-01-26 → 2017-06-06
  Invest Financial Corporation
  Brighton, MI
  Appleton, WI
  Westerville, OH
• 2011-10-05 → 2013-12-24
  401(K) Gps, Inc.
  Brighton, MI

Other Businesses

1) EZC FINANCIAL SERVICES COMPANY. INVESTMENT RELATED. 135 W NORTH ST, BRIGHTON, MI. S CORP. PRES/OWNER. START 06/15/11. 8 HPM/0 DURING TRADING. PERSONAL SERVICES CO. 2) EXECUTIVE CAPITAL MANAGEMENT, LLC, OWNER. 135 W. NORTH STREET, BRIGHTON, MI 48116. INVESTMENT RELATED. HOLDING/PARENT COMPANY FOR EXECUTIVE WEALTH MANAGEMENT, LLC, EWM INVESTMENT SOLUTIONS, AND EXECUTIVE FINANCIAL PLANNING, INC., 12 HRS/MO/DURING TRADING HOURS. 3) EWM TAX SOLUTIONS, LLC, OWNER. 135 W. NORTH STREET, BRIGHTON, MI 48116. NOT INVESTMENT RELATED. PASSIVE OWNER, START DATE 02/01/2021, 0 HR/MO/DURING TRADING HOURS. 4) EXECUTIVE FINANCIAL PLANNING, 135 W NORTH STREET, BRIGHTON, MI 48116, INVESTMENT RELATED, FIXED INSURANCE, OWNER AND INSURANCE AGENT, START DATE 11/01/2005, 12 HRS/MO 5) NORTHSTREET PARTNERS, 135 W NORTH STREET, SUITE 1, BRIGHTON MI 48116, INVESTMENT RELATED, COMMERCIAL REAL ESTATE, PASSIVE OWNER, START DATE 02/01/2017, 0 HRS/MONTHLY

Exams

• S66 Uniform Combined State Law Examination
  2004-07-15

Designations