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Eric J Kulwicki

Intrua Financial

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About Eric J Kulwicki

Eric Kulwicki is a registered investment advisor representative associated with Intrua Financial. Eric is a highly experienced financial professional with over 15 years in the industry. Eric has a strong track record of providing comprehensive financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric holds Series 3, 7, and 66 licenses, demonstrating a broad understanding of the financial markets and regulatory landscape. Eric has previously held roles with LPL Financial LLC and Robert W. Baird & Co. Incorporated.

Firm Information

Eric Kulwicki is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Eric Kulwicki’s Registration & Firm History

TX

02/27/2024 - Present

Intrua Financial (HOUSTON TX)

WI

05/11/2016 - 08/21/2023

LPL FINANCIAL LLC (BROOKFIELD WI)

WI

11/09/2007 - 05/11/2016

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 01/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2009

Series 3 - National Commodity Futures Examination

BC

Issued 11/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric J Kulwicki.
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