Anthony Joseph Kowalski

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2015 → Present
  Gte Federal Credit Union
  Henderson, FL
• 09/2015 → Present
  Cetera Investment Advisers Llc
  Henderson, FL
• 09/2015 → Present
  Cetera Investment Services Llc
  St.CLoud, MN

Previous Registrations

• 2010-07-14 → 2015-09-21
  Investment Centers Of America, Inc.
  Tampa, FL
  Clearwater, FL
  St Petersburg, FL
  St Petersburg, FL
  Clearwater, FL
  Seminole, FL
  Hudson, FL
  Clearwater, FL
  Crystal River, FL
  New Port Richey, FL
• 2003-12-05 → 2010-07-02
  Cuna Brokerage Services, Inc.
  Clearwater, FL
  Clearwater, FL

Other Businesses

1. 100% OWNER OF TWO TOES WOODWORKING LLC; MAKING AND SELLING WOODWORKING PRODUCTS; 5-10 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-28
• S63 Uniform Securities Agent State Law Examination
  1988-05-06

Designations

• Certified Financial Planner

Other Names

• Tony Kowalski