Colby Lance Kaluzniak
Investment Adviser Representative at Acumen Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Colby Lance Kaluzniak is an investment adviser representative with Acumen Wealth Advisors, LLC in Chattanooga, TN, where they have been registered since 2024. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Foundations Investment Advisors LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Foundations Investment Advisors, LLCFeb 2022 – Jul 2022Chattanooga, TN
- Allon Planning PartnersMay 2021 – Jul 2022Chattanooga, TN
- Christway ChurchNov 2018 – Dec 2020Chattanooga, TN
- TWO Rivers ChurchSep 2016 – Nov 2018Knoxville, TN
- UnemployedJan 2021 – May 2021Ooltewah, TN
- George Wealth ManagementJul 2023 – May 2024Chattanooga, TN
- Gillman BagleyJul 2022 – Feb 2023Chattanooga, TN
- LuLu Bleu BoutigueFeb 2023 – Jul 2023Ooltewah, TN
- Cetera Advisor NetworksJul 2023 – Dec 2023El Segundo, CA
- Cetera Advisor NetworksDec 2023 – May 2024El Segundo, CA
- Cetera Investment Advisers LLCFeb 2024 – May 2024Schaumburg, IL
- Acumen Wealth Advisors, LLCMay 2024 – no end date reportedChattanooga, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Acumen Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $1,000,0001.50%
- Next $1,000,0001.30%
- Next $3,000,0001.20%
- Next $5,000,0001.00%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chattanooga, TN
- SEC file number:
- 801-107192
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Acumen Wealth Advisors, LLC
11 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colby Lance Kaluzniak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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