Timothy J. Kulick

DENVER PWM

CENTENNIAL, CO 80112

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CRD#: 3156720

Professional summary

Timothy Joseph Kulick, who also goes by Tim Kulick, is a registered financial advisor currently at DENVER PWM, LLC located in Centennial, Colorado.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Kulick

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.KULICK AND ASSOCIATES DBA MITCHELL KULICK & COMPANY, P.C. , START 02/2007, 7400 E Arapahoe Rd Ste 120 Centennial, CO 80112, CPA FIRM, OWNER, CPA, 50HR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Kulick'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

September 12, 2023 - Present

DENVER PWM, LLC

Office #1: 7400 E Arapahoe Road Suite 120, Centennial, CO 80112

RIA

CRD#: 171139

CENTENNIAL, CO

Past

September 17, 2009 - September 22, 2023

SYMPHONIC FINANCIAL ADVISORS LLC

RIA

CRD#: 135603

Centennial, CO

Past

September 17, 2009 - September 22, 2023

SYMPHONIC SECURITIES LLC

CRD#: 139512

CENTENNIAL, CO

Past

January 1, 2004 - September 18, 2009

CETERA ADVISORS LLC

RIA

CRD#: 10299

DENVER, CO

Past

January 1, 2004 - September 18, 2009

CETERA ADVISORS LLC

CRD#: 10299

DENVER, CO

Past

September 12, 2002 - June 27, 2008

AMERICAN ZANG INVESTMENT COUNCIL

RIA

CRD#: 112948

DENVER, CO

Past

April 26, 2001 - January 1, 2004

IFG ADVISORY SERVICES INC

RIA

CRD#: 105316

DENVER, CO

Past

March 27, 2001 - January 2, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

December 1, 1998 - March 30, 2001

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

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".

DENVER PWM, LLC

CRD#: 171139 / SEC#: 801-79624

RIA

Registered Investment Advisory firm - (4/24/2014 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

Colorado
(9/12/2023)

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 66

Date: 1/30/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/1998

General Securities Representative Examination

Current Firm

DENVER PWM, LLC

CRD#: 171139 / SEC#: 801-79624

RIA

Registered Investment Advisory firm - (4/24/2014 Approved)

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Contact information

Main Address

2000 South Colorado Boulevard Tower One Suite 3700, Denver, CO 80222

Mailing Address

Phone number

(720) 354-3850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 554,076,246

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

Timothy J. Kulick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Kulick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMPHONIC FINANCIAL ADVISORS LLC

SYMPHONIC SECURITIES LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

AMERICAN ZANG INVESTMENT COUNCIL

IFG ADVISORY SERVICES INC

IFG NETWORK SECURITIES, INC.

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

DENVER PWM, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/28/1998

Current Firm

DENVER PWM, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DENVER PWM, LLC

TRUST BUT VERIFY

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