Alex
Kulka
Pinnacle Advisors
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About this Advisor
Alex Kulka is a financial advisor based in Mansfield, Ohio, working with Pinnacle Advisors. Alex has previously held positions at Esb Investments, Securities Service Network, Inc, Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Invicta Capital, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Pinnacle Wealth Planning Services, Inc. Alex has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Alex is part of Pinnacle Advisors, which operates out of Mansfield, Ohio. The firm has 5 offices and 26 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pinnacle Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Advisors Brokerage Details
$1,728,525,085
26
2,850
$606,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alex Kulka Work History
Pinnacle Wealth Planning Services, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Invicta Capital
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
Esb Investments
Securities Service Network, Inc
Disclosures
Please visit the SEC profile of Alex Kulka 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 Pinnacle Advisors
Mansfield, OH
Medina, OH
Mansfield, OH
Mansfield, OH
Columbus, OH
Columbus, OH
Mansfield, OH
Columbus, OH
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