Timothy Kulick
Advisor at Denver PWM, LLC
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
Denver PWM, LLC
Location
Centennial, CO 80112
Credentials
Series 66
Industry experience
27 years
About
Timothy Kulick is a financial advisor at Denver PWM, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Vista Private Wealth Partners LLC, Symphonic Securities LLC, and Symphonic Financial Advisors LLC. In addition to his advisory role, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, and institutional plans. The firm manages over $554 million and employs a combined fundamental and technical investment approach with diversified portfolios and periodic rebalancing.
Expertise
Based on Denver PWM, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Private / alternative investments
Fee options
Financial planning fixed fees range from $2,000 to $5,000
Negotiable up to a maximum of 1.5% annually
$200 to $300 per hour for wealth management or financial planning services
Account minimum: $500,000 Fee-only: Negotiable fees based on fixed fees for financial planning ranging from $2,000 to $5,000, hourly rates from $200 to $300 per hour
Location
7400 E Arapahoe Road, Suite 120
Centennial, CO 80112
Most active in
Timothy K has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Vista Private Wealth Partners LLC
2023 - Present (3 years)
Symphonic Securities LLC
2009 - 2023 (14 years)
Symphonic Financial Advisors LLC
2009 - 2023 (14 years)
Mitchell Kulick & Company P.C.
2007 - Present (19 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Mark T
Series 63, Series 66
Parker, CO
Elite Wealth Management
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")