Alec
Kozuch
Cwm, LLC
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About this Advisor
Alec Kozuch is a certified financial planner working in Naperville, Illinois with 3 years of relevant experience. Kozuch currently works for Cwm, LLC. Their career trajectory has included roles at Lpl Financial, LLC, University Of Illinois At Chicago, Beggar'S Pizza, Excel Dowel & Wood Products, Twenty Two Wealth Management, Cwm, LLC Dba Carson Partners and Cetera Advisor Networks. Kozuch holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Texas. Cwm, LLC is a registered investment business based in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in assets across its 96,956 client accounts, placing it among the largest firms in the nation by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually are based on which services are provided. However, fees charged by Cwm, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$19,943,561,186
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,111
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
96,956
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$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Alec Kozuch Work History
Alec has been registered as a financial advisor for 3 years.*
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Twenty Two Wealth Management
Excel Dowel & Wood Products
Lpl Financial, LLC
Beggar'S Pizza
University Of Illinois At Chicago
*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 Alec Kozuch 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 Cwm, LLC
Houston, TX
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
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