Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kulesza is a financial advisor who has been in the industry since 2004. Adam is currently registered with Executive Wealth Management, LLC, a firm based in Brighton, MI. Adam has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and other advisory services. Adam holds the Series 66 and Series 7 licenses, as well as the SIE license, and has earned the Certified Financial Planner and Chartered Financial Consultant designations. Prior to joining Executive Wealth Management, LLC, Adam worked with Private Client Services, LLC and INVEST Financial Corporation. Adam has been a resident of Brighton, MI since 2004 and has built a strong reputation for providing quality financial services to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
01/20/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/02/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
02/03/2009 - 06/06/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
01/05/2006 - 02/03/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
MN
06/04/2004 - 12/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/04/2004 - 12/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adam Kulesza is the right advisor for you? Invested Better is here to help.
