James Thaddeus Kalinowski
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
45 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
45 years in the industry.
- Trilogy Wealth ManagementJan 2024 to now
- Balancing the Badge LLCAug 2018 to now
- United Planners' Financial Services of America A Limited PartnerFeb 2011 to now
- United Planners' Financial ServicesFeb 2011 to now
- Stream RealtyJun 2003 to now
- James KalinowskiDec 2002 to now
- Houston Police DepartmentDec 1981 to now
- Pm Realty GroupJun 2003 to Aug 2024
- Vinson and Elkins Law FirmMay 1989 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 2843966
- Firm CRD
- 20804