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Lynn M Kuligowski

Avantax Investment Services, Inc.

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About Lynn M Kuligowski

Lynn Kuligowski is a registered representative with Avantax Investment Services, Inc. Lynn has been working in the securities industry since 2001. Lynn has experience with both broker-dealer and investment advisor firms. Lynn holds a Series 7, Series 24, Series 51 and Series 63 licenses.

Firm Information

Lynn Kuligowski is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Lynn Kuligowski’s Registration & Firm History

NY

01/22/2024 - Present

Avantax Investment Services, Inc. (Medina NY)

NY

10/17/2023 - 01/02/2024

CADARET, GRANT & CO., INC. (Rochester NY)

NY

10/01/2012 - 04/14/2023

SECURITIES AMERICA, INC. (AMHERST NY)

NY

08/24/2010 - 01/18/2011

PRINCOR FINANCIAL SERVICES CORPORATION (AMHERST NY)

NY

04/14/2009 - 01/12/2010

NEXT FINANCIAL GROUP, INC. (CHEEKTOWAGA NY)

NY

01/25/2005 - 04/13/2009

PARK AVENUE SECURITIES LLC (WILLIAMSVILLE NY)

NC

02/28/2002 - 08/03/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

VA

01/28/2002 - 03/07/2002

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NY

04/30/2001 - 01/11/2002

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

03/31/2000 - 03/12/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MO

01/30/1998 - 04/10/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/10/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn M Kuligowski.
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