Unclaimed Profile

Matthew Joseph Kulpa

MAIN STREET FINANCIAL LIFE ADVISORS, LLC·MOORESTOWN, New Jersey

Series 65Clean record14 years registeredMAIN STREET FINANCIAL LIFE ADVISORS, LLC

212 W. ROUTE 38, MOORESTOWN, NJ 08057CRD# 6012145Firm CRD# 118544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Joseph Kulpa · MOORESTOWN, NJ

Registration

CRD #6012145 · MAIN STREET FINANCIAL LIFE ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Jan 2023 – present

CWM, LLC

Feb 2021 – present

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Jan 2022 – Dec 2022

MOORESTOWN, NJ

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Jan 2012 – Dec 2021

MOORESTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 3, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

CRD 118544 · SEC 801-60820

AUM

$63M

Regulatory assets under management

Employees

260 client accounts

Services offered by MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MAIN STREET FINANCIAL LIFE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Joseph Kulpa offer?

Matthew Joseph Kulpa specializes in Investment Management. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are Matthew Joseph Kulpa's credentials?

Matthew Joseph Kulpa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Joseph Kulpa located?

Matthew Joseph Kulpa is based in MOORESTOWN, New Jersey, working with MAIN STREET FINANCIAL LIFE ADVISORS, LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does Matthew Joseph Kulpa charge for services?

Matthew Joseph Kulpa's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN STREET FINANCIAL LIFE ADVISORS, LLC?

MAIN STREET FINANCIAL LIFE ADVISORS, LLC has approximately 6 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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