Frank Kulak
Wealth Management Advisor at Farm Bureau Financial Services
- Role
- Wealth Management Advisor at Farm Bureau Financial Services
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Frank Kulak
Investing in your future is an important decision for you. As a Wealth Management Advisor…
Experience
Wealth Management Advisor
Farm Bureau Financial Services
Sep 2020 — Present · Edina, MN, US
As a Wealth Management Advisor for Farm Bureau Financial Services, I partner with Farm Bureau agents to offer one of the most comprehensive suites of insurance and wealth management products and services on the market today. Working together, we offer a unique benefit to clients enabling them to manage all their financial services needs with one organization. My advisory clients also benefit from having access to one of the world’s top wealth management platforms, connecting them to the broad range of products and the services of professional money managers.
Education
Rutgers University-New Brunswick
Bachelor’s Degree
Rutgers University - Graduate School Newark
Master of Business Administration (M.B.A.)
Skills
- Commercial Banking
- Trading
- Investment Banking
- Wealth Management Services
- Fixed Income
- Finance
- Derivatives
- Financial Analysis
- Financial Planning
- Process Improvement
- Equities
- Credit
- Financial Modeling
- Retail Banking
- Hedge Funds
- Change Management
- Investment Strategies
- Alternative Investments
- Securities Regulation
- Securities
- Financial Services
- Retirement Planning
- Finra
- Asset Management
- Commercial Lending
- Series 63
- Leadership
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Wealth Management
- Capital Markets
- Series 7
- Investment Advisory
- Strategic Financial Planning
- Business Analysis
- Portfolio Management
- Series 24
- Loans
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