Paul J. Kluskowski
Professional summary
Paul John Kluskowski, who also goes by Paul John Kluskowksi, is a registered financial advisor currently at T/R FINANCIAL MANAGEMENT GROUP, LLC located in New Richmond, Wisconsin.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 3 firms and has passed the Series 66, Series 3, Series 31, Series 7 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul John Kluskowski's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2004 - Present
T/R FINANCIAL MANAGEMENT GROUP, LLC
December 10, 2003 - September 3, 2004
PIEDMONT INVESTMENT ADVISORS, LLC
June 16, 2003 - December 10, 2003
T/R FINANCIAL MANAGEMENT GROUP, LLC
February 1, 2000 - June 12, 2003
MORGAN STANLEY DW INC.
November 26, 1999 - June 12, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/21/2015)
(10/16/2018)
(4/6/2010)
(11/18/2013)
(9/22/2023)
(10/16/2018)
(4/11/2011)
Exams
Current Firm
T/R FINANCIAL MANAGEMENT GROUP, LLC
CRD#: 117102 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 23,650,896 |
Red Flags
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