Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Lance Kaluzniak is an investment advisor representative with Acumen Wealth Advisors, LLC. Colby has been in the industry for a number of years and is a registered investment advisor in Tennessee. Colby's primary focus is on providing financial planning services to individuals, families, and businesses. Colby has a strong track record of success in helping clients achieve their financial goals. Acumen Wealth Advisors, LLC provides advisory services to high net worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers various advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
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TN
05/29/2024 - Present
Acumen Wealth Advisors, LLC (CHATTANOOGA TN)
TN
01/02/2024 - 05/20/2024
CETERA ADVISOR NETWORKS LLC (CHATTANOOGA TN)
BC
Issued 01/30/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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