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Daniel Robert Kirslis

Chicory Wealth

Decatur, GA

Decatur, GA

CRD 6856306

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Employer firm

Chicory Wealth CRD 290887

$840M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Chicory Wealth

Decatur, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-02-13
  • GA RA
    APPROVED
    Since 2019-02-13

Branch Locations

Decatur, GA • United States

Decatur, GA • 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
Applerouth Tutoring Services, Llc Atlanta GA 07/2011 08/2017
Ameriprise Financial Services, Inc. Decatur GA 09/2017 12/2017
Maggie Kulyk & Associates, Llc Decatur GA 01/2018 Present
  • 07/2011 → 08/2017
    Applerouth Tutoring Services, Llc
    Atlanta, GA
  • 09/2017 → 12/2017
    Ameriprise Financial Services, Inc.
    Decatur, GA
  • 01/2018 → Present
    Maggie Kulyk & Associates, Llc
    Decatur, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-25
  • S65 Uniform Investment Adviser Law Examination
    2019-01-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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