Anthony
Kulka

Regal Investment Advisors LLC

CRD#6350398
Investment Advisor
in Independence, OH

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About this Advisor

Anthony Kulka is a financial advisor operating out of Independence, Ohio who has 3 years of industry experience. Kulka is an employee of Regal Investment Advisors LLC. Throughout their career, they have worked at Fifth Third Bank, Fifth Third Securities, Securities America Inc, Arbor Point Advisors, Regal Investment Advisors, LLC and Regulus, LLC. Kulka holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Regal Investment Advisors LLC is a company operating out of Grand Rapids, MI. The company has offices in 75 locations and a total of 112 people on staff. It has $2 billion in assets under management among its 11,768 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 11,768 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in investable assets. Regal Investment Advisors LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which service is offered. Fees charged by Regal Investment Advisors LLC can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6050 Oak Tree Blvd Suite 100
Independence, OH 44131

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,042,753,790

OH Average: $943,424,332
Total Number of Employees

112

OH Average: 21
Total Number of Accounts

11,768

OH Average: 1,586
Average Account Size

$173,585

OH Average: $594,845

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
  • Educational seminars/workshops

Anthony Kulka Work History

Anthony has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Regal Investment Advisors, LLC

2020 - Present (4 years)

Regulus, LLC

2016 - 2020 (4 years)

Securities America Inc

2016 - 2020 (4 years)

Arbor Point Advisors

2014 - 2016 (2 years)

Fifth Third Securities

2011 - 2014 (3 years)

Fifth Third Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony 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 Regal Investment Advisors LLC

Anthony Burek
Monroe, MI
Daniel Ruble
Grand Rapids, MI
Matthew Schiller
Independence, OH
Jon Erickson
Bellevue, WA
Lee Cole
Grand Rapids, MI
Todd Reno
Grand Rapids, MI
Robert Palma
Grand Rapids, MI
Marina Peacock
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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