AK
CFP
AK
CFP
Anthony Kowalski
38 Years of Experience
Tampa, FL
1 DisclosureBroker
Anthony Kowalski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 38 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
711 E Henderson Avenue, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2002Settled
Other Business Activities
Anthony is the 100% owner of Two Toes Woodworking LLC, where he makes and sells woodworking products. This takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2015 - Present · 10 yrs 8 mos
Cetera Investment Services LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.
July 2010 - September 2015 · 5 yrs 2 mos
Investment Centers of America, INC.Broker
July 2010 - September 2015 · 5 yrs 2 mos
CUNA Brokerage Services, INC.
December 2003 - July 2010 · 6 yrs 7 mos
CUNA Brokerage Services, INC.Broker
September 2002 - July 2010 · 7 yrs 10 mos
Lasalle St Securities, L.L.C.Broker
October 1997 - September 2002 · 4 yrs 11 mos
Saperston Financial INC.Broker
September 1994 - October 1997 · 3 yrs 1 mo
Sovereign Equity Management CORP.Broker
March 1992 - October 1994 · 2 yrs 7 mos
Chatfield Dean & CO., INC.Broker
November 1990 - April 1992 · 1 yr 5 mos
The Stuart-James Company, IncorporatedBroker
November 1987 - November 1990 · 3 yrs
State Registrations23 states
ALARAZCACTFLGAILKSMAMDMEMIMSNCNYOHOKSCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.