Financial Planner / Owner · Galecki Financial Management Inc
Albert T. Kohout
CRD 2453671 · Named on Form ADV at one SEC-registered adviser
At a glance
Galecki Financial Management Inc, an SEC-registered wealth manager based in Fort Wayne, IN with $929 million in regulatory assets, lists Albert T. Kohout on its Form ADV as Financial Planner / Owner, a control person.
Firms and roles
- Galecki Financial Management IncFinancial Planner / OwnerWealth manager · Fort Wayne, IN · $929M in regulatory assets
AtlasMembers
Albert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Albert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael B. McArdleChief Compliance Officer - Owner, Galecki Financial Management Inc
- Melanie S. ColwellFinancial Planner / Owner, Galecki Financial Management Inc
- Kevin D. ChandlerFinancial Planner/ Owner, Galecki Financial Management Inc
- CHLOE A. BlytheFinancial Planner/ Owner, Galecki Financial Management Inc
- Andrew W YoungFinancial Planner / Owner, Galecki Financial Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Albert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.