Albert T. Kohout
GALECKI FINANCIAL MANAGEMENT
Fort Wayne, IN 46804
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CRD#: 2453671
Professional summary
Albert Thomas Kohout, CFP® is a registered financial advisor currently at GALECKI FINANCIAL MANAGEMENT INC located in Fort Wayne, Indiana.
Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Albert has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.
Biography
A.T. has been with Galecki Financial Management (GFM) since 2003. His primary role at GFM is to work closely with clients in a wide range of services, including portfolio review and managment and financial planning. He is also the chair of the firm's Investment Committee.
A.T. has been in the financial industry since 1993 at firms such as Edward Jones and Charles Schwab. Below are some of A.T.'s professional highlights:
Investment Committee Chairman
Leadership Fort Wayne participant
Invesment Committee member at Fort Wayne Community Foundation, Questa and Fort Wayne Museum of Art
Board Member at Fort Wayne Museum of Art
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Medical Professionals
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Albert Thomas Kohout'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®
CFP®
Start date: 2007
Experience
Current
November 3, 2003 - Present
GALECKI FINANCIAL MANAGEMENT INC
Office #1: 7743 West Jefferson Blvd, Fort Wayne, IN 46804Office #2: 7743 W. Jefferson Blvd, Ft. Wayne, IN 46804RIA
CRD#: 107218
Fort Wayne, IN
Past
June 14, 2002 - May 19, 2003
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
INDIANAPOLIS, IN
Past
August 8, 1995 - May 19, 2003
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
May 30, 1995 - August 29, 1995
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
May 6, 1994 - February 22, 1995
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)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
Indiana(11/3/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7743 West Jefferson Blvd, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 436-8525
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,240 |
| AUM (Assets Under Management) | $ 767,645,040 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 02/20/2025 | ||
| 01/29/2024 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
