CK
Carl M. Kielbasa
BLACK KNIGHT WEALTH MANAGEMENT
State College, PA
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CRD#: 7319025
CK
Professional summary
Carl M Kielbasa, who also goes by Carl John Kielbasa, is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in State College, Pennsylvania.
Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Carl has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carl John Kielbasa
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)Education curriculum consultant 2) Carl John Kielbasa; Licensed Insurance Agent Investment related: Yes; Location of the business: 1323 Haymaker Road, State College, PA, 16801; Description of the business: Carl has his insurance license from a previous employer. He is not currently offering insurance products, but the state of PA is requiring the OBA for his approval with the state; Responsibilities Duties: None at this time as he isn't actively engaged in the insurance business.
CRS (Client Relationship Summary) - RIA
Click below to view Carl M Kielbasa's 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®
NoneExperience
Current
May 7, 2021 - Present
BLACK KNIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 305515
State College, PA
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".
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)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
Pennsylvania(5/7/2021)
Current Firm
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(972) 786-6527
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 239,952,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 08/19/2024 | ||
| 09/29/2023 |
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.
