TrueAdvisor
TrueAdvisor
EK
CFA · CFP
EK
CFA · CFP

Eric Kulwicki

Intrua Financial
18 Years of Experience
Brookfield, WI
View SEC Summary
View SEC Summary

Eric Kulwicki is a CFA, CFP-designated registered investment advisor at Intrua Financial, based in Brookfield, WI, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

675 North Barker Road, Suite 220, Brookfield, WI, 53045

Get directions

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.

Learn about disclosures →
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 8 mos
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Brookfield, WI →All financial advisors in Wisconsin →