Adriane D. Kulczar
Professional summary
Adriane Dale Kulczar, who also goes by Adriane Dale Bollenbacher, is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC located in Noblesville, Indiana.
Adriane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Adriane has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adriane Dale Kulczar's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2024 - Present
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
November 8, 2019 - March 27, 2020
LPL FINANCIAL LLC
Primary Firm SEC Registration
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2024)
Exams
Series 7TO
Date: 11/8/2019
General Securities Representative ExaminationCurrent Firm
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,651 |
| AUM (Assets Under Management) | $ 711,344,137 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 05/09/2024 | ||
| 05/15/2023 |
Red Flags
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