Colby
Kaluzniak
Acumen Wealth Advisors, LLC
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About this Advisor
Colby Kaluzniak is a financial advisor based in Chattanooga, Tennessee, working with Acumen Wealth Advisors, LLC. Colby has previously held positions at Foundations Investment Advisors, LLC, Allon Planning Partners, Christway Church, Two Rivers Church, Mount Pisgah Church, George Wealth Management, Gillman Bagley, Lulu Bleu Boutique, Cetera Advisor Networks, Cetera Investment Advisers LLC, and Acumen Wealth Advisors, LLC. Colby has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Colby is part of Acumen Wealth Advisors, LLC, which operates out of Chattanooga, Tennessee. The firm has 17 employees and manages assets totaling $427.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Acumen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Acumen Wealth Advisors, LLC Brokerage Details
$427,313,547
17
247
$1,730,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Colby Kaluzniak Work History
Cetera Investment Advisers LLC
Acumen Wealth Advisors, LLC
George Wealth Management
Cetera Advisor Networks
Lulu Bleu Boutigue
Cetera Advisor Networks
Foundations Investment Advisors, LLC
Gillman Bagley
Allon Planning Partners
Christway Church
Two Rivers Church
Mount Pisgah Church
Disclosures
Please visit the SEC profile of Colby Kaluzniak 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 Acumen Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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