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Piotr Wolynski

Calculated Wealth

Madison, WI

Saint Louis, MO

CRD 6141533

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Employer firm

Calculated Wealth CRD 318985

$201M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Calculated Wealth

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-29
  • WI RA
    APPROVED
    Since 2025-01-29

Branch Locations

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Saint Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calculated Wealth Madison WI 10/2024 Present
Bmo Wealth Management Saint Louis MO 04/2018 10/2024
Matter Family Office Saint Louis MO 12/2012 03/2018
  • 10/2024 → Present
    Calculated Wealth
    Madison, WI
  • 04/2018 → 10/2024
    Bmo Wealth Management
    Saint Louis, MO
  • 12/2012 → 03/2018
    Matter Family Office
    Saint Louis, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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LPL ENTERPRISE, LLC
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Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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