Evan
Kulak
Polaris Financial, LLC
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About this Advisor
Evan Kulak is a financial advisor based in Wellesley, Massachusetts, working with Polaris Financial, LLC. Evan has previously held positions at Fifth Third Bank, Cadence Capital Management, Polaris Portfolios, LLC, and Douugh Wealth, LLC. Evan has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Massachusetts, and Texas. Currently, Evan is part of Polaris Financial, LLC, which operates out of Wellesley, Massachusetts. The firm has 1 office and 2 employees. The firm manages assets totaling $34.4 million. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Polaris Financial, LLC includes asset-based fees.
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Polaris Financial, LLC Brokerage Details
$34,376,124
2
510
$67,404
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Evan Kulak Work History
Douugh Wealth, LLC
Polaris Portfolios, LLC
Douugh Wealth, LLC
Fifth Third Bank
Polaris Portfolios, LLC
Cadence Capital Management
Disclosures
Please visit the SEC profile of Evan Kulak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polaris Financial, LLC
Wellesley, MA
Wellesley, MA
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