Matthew Adam Kulakow
Investment adviser representative at Operose Advisors LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Operose Advisors LLCDec 2025 to now
- Annex Wealth ManagementOct 2024 to Dec 2025
- Sikich, LLCAug 2022 to Oct 2024
- Andaloro, Smith, & Krueger, LLPJul 2015 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Operose Advisors LLC
$2BAssets managed
511Clients
14Advisers
6 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
- 8026815
- Firm CRD
- 287465