Evan A. Kulak

POLARIS FINANCIAL

Wellesley, MA

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CRD#: 6284773

Professional summary

Evan Alexander Kulak is a registered financial advisor currently at POLARIS FINANCIAL, LLC located in Wellesley, Massachusetts.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 2 firms and has passed the Series 65 exam.

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.

Polaris Portfolios, LLC; Investment Related; Chicago IL; Investment Adviser Firm; Title: Principal/Wealth Advsior; Start date 9/2015; Approximate number of hours per month: 160; Approximate hours during trading hours: 5: Duties include financial advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Alexander Kulak'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

August 29, 2016 - Present

POLARIS FINANCIAL, LLC

RIA

CRD#: 281952

Wellesley, MA

Past

March 31, 2021 - March 30, 2023

DOUUGH WEALTH

RIA

CRD#: 312558

CHICAGO, IL

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".

POLARIS FINANCIAL, LLC

CRD#: 281952 / SEC#: 801-107177

RIA

Registered Investment Advisory firm - (1/27/2016 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

Illinois
(8/9/2021)

IAR

Massachusetts
(8/29/2016)

IAR

Texas
(7/1/2019)

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: 8/26/2016

Uniform Investment Adviser Law Examination

Current Firm

POLARIS FINANCIAL, LLC

CRD#: 281952 / SEC#: 801-107177

RIA

Registered Investment Advisory firm - (1/27/2016 Approved)

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Contact information

Main Address

Wellesley, MA

Mailing Address

6 Liberty Square #2663, Boston, MA 02109

Phone number

(708) 996-0213

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POLARIS FINANCIAL FORM ADV PART 2A & PRIVACY POLICY (3/30/2025)

Regulatory assets under management

Total Number of Accounts	658
AUM (Assets Under Management)	$ 49,648,817

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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Evan A. Kulak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Alexander Kulak's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS FINANCIAL, LLC

DOUUGH WEALTH

Primary Firm SEC Registration

POLARIS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2016

Current Firm

POLARIS FINANCIAL, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POLARIS FINANCIAL, LLC

TRUST BUT VERIFY

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