Michael
Gulker

Boyce & Associates Wealth Consulting, Inc

CRD#6382546
Investment Advisor
in Cedar Park, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Gulker is a financial advisor working in Cedar Park, Texas. Gulker works at Boyce & Associates Wealth Consulting, Inc. The advisor has gained experience at Foresters Financial Services, Technology & Patent Research International, San Diego City College, Gulker Learning LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC and Boyce & Associates Wealth Consulting. Gulker has Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Texas. Boyce & Associates Wealth Consulting, Inc is a financial advisory firm that has its headquarters in Cedar Park, TX. It has a total of 12 employees. It has $148 million in total assets between its 779 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 779 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Boyce & Associates Wealth Consulting, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on which services the firm provides the client. Fees billed by Boyce & Associates Wealth Consulting, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3109 Kenai Dr. Ste 107
Cedar Park, TX 78613

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Boyce & Associates Wealth Consulting, Inc Brokerage Details

Total Assets Under Management

$147,905,060

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

779

TX Average: 2,315
Average Account Size

$189,865

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Gulker Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Boyce & Associates Wealth Consulting

2023 - 2023 (< 1 year)

Kestra Investment Services, LLC

2023 - 2023 (< 1 year)

Kestra Advisory Services, LLC

2022 - 2023 (1 year)

Cetera Investment Advisers LLC

2019 - 2022 (3 years)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Foresters Financial Services

2017 - 2018 (1 year)

Foresters Financial Services

2014 - 2017 (3 years)

Foresters Financial Services

2014 - 2014 (< 1 year)

San Diego City College

2012 - 2014 (2 years)

Technology & Patent Research International

2011 - 2013 (2 years)

Gulker Learning LLC

*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 Michael Gulker 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 Boyce & Associates Wealth Consulting, Inc

Eric Boyce
Cedar Park, TX
Ian Kloc
Cedar Park, TX
Kelly Freeman
Cedar Park, TX
Jonathan Mcquade
Cedar Park, TX
James Mcmullan
Cedar Park, TX
Michael Gulker
Cedar Park, TX
Karl Van Reusen
Cedar Park, TX
Sean Pfeiffer
Cedar Park, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started