David Kulchar
- Role
- Oswald Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About David Kulchar
Oswald Financial provides investment and retirement plan consulting services to small and…
Experience
Present
Education
The Ohio State University Fisher College of Business
BA, Business-Finance
1975 — 1979
Skills
- Pensions
- Investment Advisory
- Retirement Plan Consulting
- Executive Pay
- Life Insurance
- Securities
- Series 6
- Retirement Planning
- Finra
- Iras
- Series 63
- 401k
- Defined Benefit
- Erisa
- Retirement
- Asset Allocation
- Mutual Funds
- Investments
- Series 7
- Fixed Annuities
- Profit Sharing
- Financial Services
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