Michael Charles Kuznicki
Investment adviser representative at Avidian Wealth Solutions
30 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Avidian Wealth SolutionsJul 2026 to now
- Avidian Wealth Enterprises, LLC dba Avidian Wealth SolutionsJul 2026 to now
- Mandalay Financial., L.L.C.Jan 1999 to now
- Ohio NationalApr 2010 to Jul 2026
- GenworthJun 2007 to Jun 2026
- John Hancock Variable Life InsuranceSep 2005 to Jul 2026
- Mass MutualMay 2005 to Jul 2026
- USA Mutual of OmahaMay 2005 to Feb 2022
- Ing USA Annuity & Life Insurance (voya)Feb 2004 to Feb 2019
- John Hancock USA Life InsuranceJan 1999 to Jul 2026
- Ing Security Life of DenverFeb 1996 to Feb 2019
- Canada LifeJan 1996 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2620970
- Firm CRD
- 127186