John
Kozuch
Cwm, LLC
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About this Advisor
John Kozuch is a financial advisor based in Naperville, Illinois, working with Cwm, LLC. John has previously held positions at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Cetera Advisor Networks, Cwm, LLC Dba Carson Partners, Twenty Two Wealth Management, LLC, and Kfa Partners, LLC Dba Carson Wealth. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, John is part of Cwm, LLC, which operates out of Naperville, Illinois. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
John Kozuch Work History
Kfa Partners, LLC Dba Carson Wealth
Cetera Advisor Networks
Cwm, LLC Dba Carson Partners
Twenty Two Wealth Management, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of John 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
Omaha, NE
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Vineland, NJ
Green Bay, WI
Hastings, NE
Pittsburgh, PA
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