Alex Joseph Kulka

Employer firm

Pinnacle Advisors CRD 106817

$2.14B regulatory AUM 40 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2014 → 12/2023
  Esb Investments
  Mansfield, OH
• 02/2016 → 11/2018
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 02/2016 → 11/2018
  Trustmont Advisory Group, Inc.
  Greensburg, PA
• 11/2018 → 02/2023
  Invicta Capital
  Monroeville, PA
• 02/2023 → 12/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2023 → 12/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2024 → Present
  Pinnacle Wealth Planning Services, Inc.
  Mansfield, OH

Previous Registrations

• 2023-02-15 → 2023-12-19
  Cambridge Investment Research Advisors, Inc.
  Mansfield, OH
• 2018-11-15 → 2023-02-15
  Invicta Advisors Llc
  Mansfield, OH
  Oakmont, PA
• 2016-02-02 → 2018-12-10
  Trustmont Advisory Group, Inc.
  Mansfield, OH
  Greensburg, PA
• 2015-04-08 → 2016-02-01
  Ssn Advisory, Inc.
  Mansfield, OH
• 2010-12-20 → 2011-03-02
  Concourse Financial Group Securities, Inc.
  Mansfield, OH

Other Businesses

ESB W&I LLC is an investment related firm located at 111 Park Ave. E, Mansfield, Ohio 44902. Alex has owned 5% of this business since 2020. In December 2023, Alex became a passive owner since he is no longer employed, participates in the operation or management of the business. Alex spends 0 hours on this business.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-25

Other Names

• Alex Joseph Kulka
• Alex Kulka