Colby Lance Kaluzniak
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Acumen Wealth Advisors, LLCMay 2024 to now
- Cetera Investment Advisers LLCFeb 2024 to May 2024
- Cetera Advisor NetworksJul 2023 to May 2024
- George Wealth ManagementJul 2023 to May 2024
- Lulu Bleu BoutigueFeb 2023 to Jul 2023
- Gillman BagleyJul 2022 to Feb 2023
- Foundations Investment Advisors, LLCFeb 2022 to Jul 2022
- Allon Planning PartnersMay 2021 to Jul 2022
- UnemployedJan 2021 to May 2021
- Christway ChurchNov 2018 to Dec 2020
- Two Rivers ChurchSep 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Acumen Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7503119
- 282565