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Alex Joseph Kulka

Pinnacle Advisors

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About Alex Joseph Kulka

Alex Kulka is an investment advisor representative who has been in the financial industry since 2014. Alex is currently registered with Pinnacle Advisors and is actively working as a financial advisor in Mansfield, Ohio. Alex has previously worked with Cambridge Investment Research, Inc., Invicta Capital LLC, Trustmont Financial Group, Inc., Securities Service Network, Inc., and ProEquities, Inc. Alex holds the Series 7 and 66 securities licenses as well as the SIE exam.

Firm Information

Alex Kulka is currently registered with Pinnacle Advisors. Pinnacle Advisors is an investment advisor headquartered in Mansfield, OH. The firm manages approximately $1.73 billion in regulatory assets under management and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. They serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Pinnacle Advisors

6 WEST 3RD ST.

MANSFIELD, OH 44902

$1.73B

Assets Under Management

40

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Kulka’s Registration & Firm History

OH

01/25/2024 - Present

Pinnacle Advisors (MANSFIELD OH)

OH

02/15/2023 - 12/19/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Mansfield OH)

OH

11/15/2018 - 02/15/2023

INVICTA CAPITAL LLC (Mansfield OH)

OH

02/02/2016 - 12/10/2018

TRUSTMONT FINANCIAL GROUP, INC. (MANSFIELD OH)

OH

06/25/2014 - 02/01/2016

SECURITIES SERVICE NETWORK, INC. (MANSFIELD OH)

OH

09/23/2010 - 03/02/2011

PROEQUITIES, INC. (MANSFIELD OH)

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Licenses & Designations

BOTH

Issued 09/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Joseph Kulka.
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