Keith
Kozubal
Western Wealth Management LLC
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About this Advisor
Keith Kozubal is a financial advisor based in Frisco, Colorado, working with Western Wealth Management LLC. Keith has previously held positions at Fidelity Brokerage Services, LLC, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Retirement Strategies And Investments, Inc, Edward Jones, Morgan Stanley, Morgan Stanley Private Bank, N.A, Lpl Financial LLC, and Western Wealth Management, LLC. Keith has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Keith is part of Western Wealth Management LLC, which operates out of Frisco, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$3,250,103,126
112
13,833
$234,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Keith Kozubal Work History
Lpl Financial LLC
Western Wealth Management, LLC
Morgan Stanley Private Bank, N.A
Edward Jones
Morgan Stanley
Morgan Stanley Private Bank, N.A
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Retirement Strategies And Investments, Inc
Fidelity Brokerage Services, LLC
Disclosures
Please visit the SEC profile of Keith Kozubal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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