Greg Kulka
Founder at Guardian Wealth Advisors
Based in Minneapolis, United States
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Seniority
C-Team
Department
General Business & Management
Location
Minneapolis
Industry
Financial Services
Company size
13
Contact information
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g•••••••@guardian-wealth.com
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Background
About Greg Kulka
Financial executive with broad experience in investment portfolio management, retirement income planning, wealth transfer/estate planning, mutual funds, separately managed accounts and exchange traded funds (ETFs) since 1987. My mutual fund experience includes the development, structure and launch of a multi-billion dollar mutual fund family. As SVP of marketing at Kopp Funds, I was responsible for channel distribution into 225 brokerage and investment advisory firms. As an expert in mutual fund structure and fees, I am qualified to provide opinions as they relate to comparative studies on mutual funds and exchange traded funds (ETFs). This base of experience is the reason I founded the independent, investment advisory firm of Guardian Wealth Advisors in 2007. Specialties: Mutual Funds, Exchange Traded Funds (ETFs), Separately Managed Accounts, Asset Allocation, Investment Management.
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