Bryan
Kocen
The Kocen Financial Group, Inc
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About this Advisor
Bryan Kocen is a certified financial planner based in Rancho Mirage, California with a total of 20 years of relevant experience. Kocen is an advisor for The Kocen Financial Group, Inc. During their career, Kocen has held roles at Financial Goal Securities, Inc and Kocen Financial Group. Kocen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California, Pennsylvania and Texas. The Kocen Financial Group, Inc is a registered investment company based in Rancho Mirage, CA. It handles $123 million in assets across its 726 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 726 client accounts, 35% are associated with high-net-worth clients who have at least $1 million in investable assets. The Kocen Financial Group, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which service is offered. However, fees charged by The Kocen Financial Group, Inc likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Kocen Financial Group, Inc Brokerage Details
$122,505,618
8
726
$168,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bryan Kocen Work History
Bryan has been registered as a financial advisor for 20 years.*
Kocen Financial Group
Financial Goal Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Kocen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Kocen Financial Group, Inc
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
