EK
EK

Eric J Kulwicki

17 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K
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Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric operates under the DBA Freedom Wealth Alliance for his LPL business, dedicating minimal time. He also works as an Investment Advisor Representative (IAR) with Freedom Wealth Alliance, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Intrua Financial
February 2024 - Present · 2 yrs
Previous Registrations
Freedom Wealth Alliance
June 2016 - August 2023 · 7 yrs 2 mos
LPL Financial LLCBroker
May 2016 - August 2023 · 7 yrs 3 mos
Robert W. Baird & CO. Incorporated
January 2008 - May 2016 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
November 2007 - May 2016 · 8 yrs 6 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Eric J Kulwicki - Financial Advisor | TrueAdvisor