Eric Kulwicki
Advisor at intrua Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
intrua Financial
Location
Brookfield, WI 53045
Credentials
CFP®, CFA®, Series 66
Industry experience
17 years
About
Eric Kulwicki is a CFP® and CFA® with 17 years of industry experience. He is affiliated with Intrua Financial and has worked at Freedom Wealth Alliance, LPL Financial, and Robert W. Baird & Co. Incorporated. Kulwicki owns Kulwicki Advisory Services, LLC, which provides investment insights through KulwickiInsights.com and offers wealth management advisory services. He is also the owner of Wisconsin Investor Education, LLC, a company focused on providing financial education. Intrua Financial offers investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process and provides both discretionary and non-discretionary management, including access to third-party money managers and retirement-plan advisory services.
Client services
Based on intrua Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on intrua Financial
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Fee options
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Location
675 North Barker Road, Suite 220
Brookfield, WI 53045
Most active in
Eric K has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Freedom Wealth Alliance
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
Robert Baird & Co.
2007 - 2016 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Matthew B
Series 65
Glendale, WI
Erenda Capital
Brian C
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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