Eric J Kulwicki

Current Employers

Employment History

• 05/2016 → Present
  Lpl Financial, Llc
  Brookfield, WI
• 06/2016 → Present
  Freedom Wealth Alliance
  Brookfield, WI

Previous Registrations

• 2016-06-02 → 2023-08-03
  Freedom Wealth Alliance
  Brookfield, WI
• 2008-01-11 → 2016-05-11
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1. 5/11/2016 - FREEDOM WEALTH ALLIANCE - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 5/24/2016 - 4 Hours Per Month/1 Hours During Securities Trading - Time Spent 1%. 2. 6/7/2016 - Freedom Wealth Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/24/2016 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 99%. 3. Kulwicki Advisory Services, LLC - Investment related - Start Date: 02/04/2025 - 40 hrs/week - Owner - Company that primarily employs professionals that align with registered investment advisors to provide investment and other wealth management advisory services for a fee. Eric Kulwicki is an owner/employee of Kulwicki Advisory Services, LLC and is aligned with Intrua Financial, LLC to provide investment and other wealth management advisory services to clients. Kulwicki Insights and KulwickiInsights.com are assets owned by Kulwicki Advisory Services, LLC. KulwickiInsights.com provides insights on investments and other financial topics and provides information on Eric Kulwicki's wealth and investment advisory services that he offers. Kulwicki Advisory Services, LLC is a separate entity from Intrua Financial, LLC - Only Intrua compensates me through Kulwicki Advisory Services, LLC at this time. All investment advisory services that I receive a fee for is through my affiliation with Intrua. 4. Wisconsin Investor Education, LLC - Not Investment related - Start Date: 06/28/2021 - 2 hrs/month - Owner - Company that creates and provides access to investment and other financial education for a fee. Wisconsin Investor Education, LLC is a separate entity from Intrua Financial, LLC - Currently not working on behalf of any other firm as associated with this business and have yet to receive any revenues from any person or any firm.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-10

Designations