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Colby Lance Kaluzniak

Acumen Wealth Advisors, LLC

Chattanooga, TN

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Current Employers
Acumen Wealth Advisors, Llc

250 Forest Avenue, Chattanooga, TN 37405 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-05-29
  • TN RA
    APPROVED
    Since 2024-05-29

Branch Locations

250 Forest Avenue, Chattanooga, TN 37405 • 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
Foundations Investment Advisors, Llc Chattanooga TN 02/2022 07/2022
Allon Planning Partners Chattanooga TN 05/2021 07/2022
Christway Church Chattanooga TN 11/2018 12/2020
Two Rivers Church Knoxville TN 09/2016 11/2018
Unemployed Ooltewah TN 01/2021 05/2021
George Wealth Management Chattanooga TN 07/2023 05/2024
Gillman Bagley Chattanooga TN 07/2022 02/2023
Lulu Bleu Boutigue Ooltewah TN 02/2023 07/2023
Cetera Advisor Networks El Segundo CA 07/2023 12/2023
Cetera Advisor Networks El Segundo CA 12/2023 05/2024
Cetera Investment Advisers Llc Schaumburg IL 02/2024 05/2024
Acumen Wealth Advisors, Llc Chattanooga TN 05/2024 Present
  • 02/2022 → 07/2022
    Foundations Investment Advisors, Llc
    Chattanooga, TN
  • 05/2021 → 07/2022
    Allon Planning Partners
    Chattanooga, TN
  • 11/2018 → 12/2020
    Christway Church
    Chattanooga, TN
  • 09/2016 → 11/2018
    Two Rivers Church
    Knoxville, TN
  • 01/2021 → 05/2021
    Unemployed
    Ooltewah, TN
  • 07/2023 → 05/2024
    George Wealth Management
    Chattanooga, TN
  • 07/2022 → 02/2023
    Gillman Bagley
    Chattanooga, TN
  • 02/2023 → 07/2023
    Lulu Bleu Boutigue
    Ooltewah, TN
  • 07/2023 → 12/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 12/2023 → 05/2024
    Cetera Advisor Networks
    El Segundo, CA
  • 02/2024 → 05/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 05/2024 → Present
    Acumen Wealth Advisors, Llc
    Chattanooga, TN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-30
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S63 Uniform Securities Agent State Law Examination
    2024-01-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
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