Daniel R. Kirslis

CHICORY WEALTH

Decatur, GA

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CRD#: 6856306

Professional summary

Daniel Robert Kirslis, CFP® is a registered financial advisor currently at CHICORY WEALTH located in Decatur, Georgia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What is your minimum asset requirement?

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robert Kirslis'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

February 13, 2019 - Present

CHICORY WEALTH

RIA

CRD#: 290887

Decatur, GA

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".

CHICORY WEALTH

CHICORY WEALTH | MAGGIE KULYK & ASSOCIATES, LLC | M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH | M. KULYK & ASSOCIATES, LLC

CRD#: 290887 / SEC#: 801-112089

RIA

Registered Investment Advisory firm - (11/30/2017 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

Georgia
(2/13/2019)

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: 1/25/2019

Uniform Investment Adviser Law Examination

Current Firm

CHICORY WEALTH

CHICORY WEALTH | MAGGIE KULYK & ASSOCIATES, LLC | M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH | M. KULYK & ASSOCIATES, LLC

CRD#: 290887 / SEC#: 801-112089

RIA

Registered Investment Advisory firm - (11/30/2017 Approved)

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Contact information

Main Address

Decatur, GA

Mailing Address

3904 North Druid Hills Road #366, Decatur, GA 30033

Phone number

(404) 294-5917

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHICORY WEALTH WRAP BROCHURE (3/20/2025)

M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH ADV PART 2A BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,948
AUM (Assets Under Management)	$ 682,691,835

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2024	Cover Page	Report
09/19/2023	Cover Page	Report
08/15/2023	Cover Page	Report
02/28/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Daniel R. Kirslis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robert Kirslis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHICORY WEALTH

Primary Firm SEC Registration

CHICORY WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2019

Current Firm

CHICORY WEALTH

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHICORY WEALTH

TRUST BUT VERIFY

Contact information

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