Francis Kulak

Current Employers

Employment History

• 01/2017 → 09/2020
  Bancwest Investment Services, Inc.
  Spooner, WI
• 01/2017 → 09/2020
  Bank Of The West
  Spooner, WI
• 09/2016 → 01/2017
  Unemployed
  Minneapolis, MN
• 09/2020 → 08/2023
  Fbl Marketing Services Llc
  West Des Moines, IA
• 09/2020 → 08/2023
  Fbl Financial Group
  West Des Moines, IA
• 08/2023 → Present
  Moors Cabot Inc
  Phoenix, AZ

Previous Registrations

• 2020-10-01 → 2023-08-07
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2017-02-07 → 2020-09-04
  Bancwest Investment Services, Inc.
  Ramsey, MN
  Blaine, MN
  Spooner, WI
  Minneapolis, MN
  Minneapolis, MN
• 2009-10-23 → 2013-06-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Boston, MA
  New York, NY
• 2007-03-05 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA
  Dallas, TX

Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 09/2020. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 3) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-03

Other Names

• Francis Peter Kulak
• Frank Kulak
• Francis Kulak