HK
Henry J. Kulig
CSENGE ADVISORY GROUP
CLEARWATER, FL 33764
Some features on this profile are disabled
CRD#: 1270110
HK
Professional summary
Henry John Kulig III, who also goes by Henry John Kulig Hank, Henry John Kulig, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Clearwater, Florida and INTEGRITY ALLIANCE, LLC. located in Clearwater, Florida.
Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Henry has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Henry John Kulig Hank | Henry John Kulig
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Independent insurance agent. Sale of insurance products. 8 hours during trading hours. 2.CSENGE ADVISTORY GROUP POSITION: Independent Financial Advisor NATURE: Advisory and Financial Planning Services. In addition we offer insurance related products, ie Variable, indexed and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 09/30/2011 ADDRESS: 4755 EAST BAY DRIVE, CLEARWATER FL 33764, United States DESCRIPTION: Financial Planning and Investment Advice 3.HJKIII POSITION: Owner NATURE: This entity was opened by the recommendation of my CPA for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2024 ADDRESS: 2747 VIA CAPRI, UNIT #1139, Clearwater FL 33764, United States DESCRIPTION: This corporation was opened for tax purposes only. As the owner I do not have any daily job functions, this is used when filing my income tax.
CRS (Client Relationship Summary) - RIA
Click below to view Henry John Kulig III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 28, 2011 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 4755 East Bay Drive, Clearwater, FL 33764RIA
CRD#: 131167
CLEARWATER, FL
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 4755 East Bay Dr, Clearwater, FL 33764RIA
BD
CRD#: 139627
Clearwater, FL
Past
August 10, 2018 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Clearwater, FL
Past
July 29, 1998 - August 1, 2018
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CLEARWATER, FL
Past
July 24, 1998 - July 31, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CLEARWATER, FL
Past
March 8, 1997 - July 14, 1998
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
July 13, 1994 - March 25, 1997
DMG SECURITIES, INC.
BD
CRD#: 15480
GREAT FALLS, VA
Past
May 23, 1988 - July 19, 1994
F.N. WOLF & CO., INC.
BD
CRD#: 13051
Past
February 2, 1987 - May 20, 1988
SHERWOOD CAPITAL, INC.
BD
CRD#: 10474
Past
June 15, 1984 - January 31, 1987
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/3/2025)
RR
Connecticut(11/3/2025)
IAR
Florida(11/28/2011)
RR
Florida(11/5/2025)
RR
Illinois(11/3/2025)
RR
Maine(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
Nevada(11/3/2025)
RR
North Carolina(11/13/2025)
RR
Ohio(11/3/2025)
RR
Texas(11/3/2025)
RR
Washington(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
