linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Henry John Kulig

Csenge Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Henry? Claim Your Profile

About Henry John Kulig

Henry John Kulig is a financial advisor with Csenge Advisory Group, LLC. Henry is a Registered Representative and Investment Advisor Representative who has been in the financial industry since June 1984. Henry is licensed in 12 states. Henry offers asset allocation services, financial planning, and investment advice to individuals, charitable organizations, corporations or other businesses.

Firm Information

Henry Kulig is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Henry Kulig’s Registration & Firm History

FL

11/28/2011 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

FL

07/24/1998 - 07/31/2018

FSC SECURITIES CORPORATION (CLEARWATER FL)

MO

03/08/1997 - 07/14/1998

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

VA

07/13/1994 - 03/25/1997

DMG SECURITIES, INC. (GREAT FALLS VA)

NA

05/23/1988 - 07/19/1994

F.N. WOLF & CO., INC.

NA

02/02/1987 - 05/20/1988

SHERWOOD CAPITAL, INC.

NA

06/15/1984 - 01/31/1987

FIRST JERSEY SECURITIES, INC.

Not sure if Henry John Kulig is right for you?

Licenses & Designations

IA

Issued 12/28/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2000

Series 4 - Registered Options Principal Examination

BC

Issued 10/15/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Henry John Kulig. Review regulatory record here.
Not sure if Henry John Kulig is right for you?