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Mark Robin Kukielski

Financial & Tax Architects, LLC

St. Louis, MO

CRD 6869664

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Employer firm

Financial & Tax Architects, LLC CRD 119169

$506M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • SUB-ADVISORY SERVICES

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

Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-27
IL RA APPROVED 2018-01-17
MO RA APPROVED 2017-11-07
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • IL RA
    APPROVED
    Since 2018-01-17
  • MO RA
    APPROVED
    Since 2017-11-07

Branch Locations

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • 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
Financial & Tax Architects, Inc. St. Louis MO 10/2017 Present
Fta Insurance Services, Llc St. Louis MO 10/2017 Present
Financial & Tax Architects, Inc. St. Louis MO 02/2017 Present
American Income Life Fariview Heights IL 10/2009 01/2017
  • 10/2017 → Present
    Financial & Tax Architects, Inc.
    St. Louis, MO
  • 10/2017 → Present
    Fta Insurance Services, Llc
    St. Louis, MO
  • 02/2017 → Present
    Financial & Tax Architects, Inc.
    St. Louis, MO
  • 10/2009 → 01/2017
    American Income Life
    Fariview Heights, IL
Other Businesses

FTA Insurance Services, LLC; Investment Related; St. Louis, MO; Fixed Insurance Sales; Insurance Agent; Started 10/2017; Less than 10% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-03
  • S65 Uniform Investment Adviser Law Examination
    2017-10-03
Other Names
  • Mark Robin Kulkieski

View on SEC IAPD

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