Edward A. Kolanko

BAYNES INVESTMENT COUNSEL LLC

Mason, OH 45040

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CRD#: 2488788

Professional summary

Edward Allen Kolanko, who also goes by Edward Kolanko, is a registered financial advisor currently at BAYNES INVESTMENT COUNSEL LLC located in Mason, Ohio.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Edward has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Kolanko

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) VILLAGE OF WALBRIDGE- COUNCILMAN - VILLAGE-MUNCIPALITY. MAIN ST, WALBRIDGE, OH 43465 AS OF 01/07. 5% OF TIME DEVOTED. NON-INVEST RELATED. (Mayor - Village of Walbridge, OH. Elected official of Village of Walbridge, overseeing the administration of local government, managing the village's budget, and ensuring the municipal services are provided to residents.) 2) LICENSED OHSAA BASKETBALL REFEREE - WALBRIDGE, OH. BASKETBALL OFFICIATING. LESS THEN 2%. NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Allen Kolanko'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®

None

Experience

Current

March 4, 2024 - Present

BAYNES INVESTMENT COUNSEL LLC

Office #1: 7577 Central Parke Blvd Ste 322, Mason, OH 45040

RIA

CRD#: 322909

Mason, OH

Past

July 14, 2010 - January 23, 2024

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Oregon, OH

Past

February 2, 2009 - July 19, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WALBRIDGE, OH

Past

January 28, 2009 - July 19, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

WALBRIDGE, OH

Past

June 28, 2007 - January 23, 2009

EPLANNING ADVISORS INC

RIA

CRD#: 109184

ROSEVILLE, CA

Past

March 6, 2007 - January 23, 2009

EPLANNING SECURITIES, INC.

CRD#: 46000

WALBRIDGE, OH

Past

June 20, 2003 - March 22, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

MAUMEE, OH

Past

April 8, 2003 - October 30, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

MAUMEE, OH

Past

April 2, 2003 - October 30, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

February 7, 2003 - July 20, 2007

MPM WEALTH ADVISORS

RIA

CRD#: 104926

MAUMEE, OH

Past

June 15, 2001 - April 8, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

October 15, 1999 - May 11, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

November 7, 1994 - October 25, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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

Ohio
(3/4/2024)

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: 3/1/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/28/2000

General Securities Principal Examination

Current Firm

BAYNES INVESTMENT COUNSEL LLC

CRD#: 322909 / SEC#:

Ohio

Registered Investment Advisory firm - (9/21/2022 Approved)

Tennessee

Registered Investment Advisory firm - (4/13/2023 Approved)

Texas

Registered Investment Advisory firm - (6/13/2023 Approved)

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Contact information

Main Address

801 Cherry Street Ste 2310, Fort Worth, TX 76102

Mailing Address

Phone number

(214) 471-0376

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 95,000,000

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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Advisor Monitoring

Firm Stability Insights

Edward A. Kolanko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Allen Kolanko's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

EPLANNING ADVISORS INC

EPLANNING SECURITIES, INC.

KESTRA INVESTMENT SERVICES, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

MPM WEALTH ADVISORS

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2024

Series 63

Date: 7/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 11/4/1994

Series 24

Date: 2/28/2000

Current Firm

BAYNES INVESTMENT COUNSEL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BAYNES INVESTMENT COUNSEL LLC

TRUST BUT VERIFY

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