AdFi
KP

Kamil Polkowski

Investment Adviser Representative at FFO Investments LLC

Tampa, FLCRD #7511957Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kamil Polkowski is an investment adviser representative with FFO Investments LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 4 firms, including Sandy Morris Financial & Estate Planning Services, LLC and Fisher Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.

Office

1208 E. Kennedy Blvd, Suite 222
Tampa, FL 33602

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/2/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 6/2/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/14/2022
SIE
Securities Industry Essentials Examination
Passed 11/19/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FFO Investments LLCCurrent
7/16/2026 – Tampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
8/3/2023 – 3/4/2025Tampa, FL
Fisher Investments
9/13/2022 – 3/15/2023Tampa, FL
MML Investors Services, LLC
8/12/2022 – 8/29/2022Fairfield, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MML Investors Services, LLC
    Feb 2022 – Aug 2022Fairfield, NJ
  2. MASS Mutual Insurance Company
    Feb 2022 – Aug 2022Fairfield, NJ
  3. Full-Time education
    Jun 2020 – Jan 2022Nutley, NJ
  4. General Trucking Repair
    Mar 2020 – Jun 2020Carlstadt, NJ
  5. US Army
    Jan 2019 – Feb 2020Isa Air Base
  6. Baxter Rubber Company
    Feb 2017 – Dec 2018Fairfield, NJ
  7. Abrecrombie & Fitch
    Apr 2015 – Nov 2016Williwbrook, NJ
  8. Student
    Feb 2012 – Jun 2017Nutley, NJ
  9. Fisher Investments
    Aug 2022 – May 2023Tampa, FL
  10. Sandy Morris Financial & Estate Planning Services, LLC
    Jun 2023 – May 2025Tampa, FL
  11. Condominium Associates
    Jul 2025 – Mar 2026Tampa, FL
  12. Creative Financial Group
    Mar 2021 – Aug 2022Fairfield, NJ
  13. FFO Investments LLC
    Jun 2026 – no end date reportedTampa, FL
  14. US Army
    Feb 2015 – Feb 2021East Orange, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About FFO Investments 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
Firm account minimum
$1,000,000 (waivable)

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

Comprehensive tax audits and strategy, organizational structure review, asset protection restructuring, passive income creation, coordination with existing professionals (CPA, attorney, etc.), bi-weekly high-touch advisory meetings, wealth acceleration planning, and quarterly exclusive community events for entrepreneurs.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Family OfficeTax StrategyWealth ManagementAsset ProtectionPassive IncomeEntrepreneurial FinanceFinancial PlanningProfessional CoordinationOrganizational StructureWealth Acceleration

Client types the firm serves

Individuals

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Tampa, FL
SEC file number:
801-134929

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at FFO Investments LLC

4 other advisors in the directory

View FFO Investments LLC firm profile

Similar advisors in Tampa, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kamil Polkowski 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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