Gary A. Kueker

MARKOWSKI INVESTMENTS

Tucson, AZ

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CRD#: 1625733

Professional summary

Gary Arthur Kueker is a registered financial advisor currently at MARKOWSKI INVESTMENTS located in Tucson, Arizona.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Arthur Kueker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 12, 2019 - Present

MARKOWSKI INVESTMENTS

RIA

CRD#: 141883

Tucson, AZ

Past

June 12, 2008 - June 18, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

MARYVILLE, IL

Past

March 21, 2002 - October 20, 2003

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

July 8, 2000 - February 21, 2002

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

May 2, 1994 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

Past

August 12, 1992 - May 18, 1994

TOWER INVESTMENT GROUP, INC.

CRD#: 24180

Past

March 9, 1987 - August 20, 1992

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/6/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 831-5168

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKOWSKI INVESTMENTS ADV BROCHURE 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,433
AUM (Assets Under Management)	$ 410,207,663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary A. Kueker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Arthur Kueker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE CAPITAL MANAGEMENT LLC

VOYA FINANCIAL ADVISORS, INC.

OSAIC FS, INC.

POLARIS FINANCIAL SERVICES, INC.

TOWER INVESTMENT GROUP, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

MARKOWSKI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2008

Series 63

Date: 2/11/1987

Series 6

Date: 3/6/1987

Current Firm

MARKOWSKI INVESTMENTS

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKOWSKI INVESTMENTS

TRUST BUT VERIFY

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