John
Koczara
Lafleur & Godfrey Private Wealth Management
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About this Advisor
John Koczara is a chartered financial analyst who works in Grand Rapids, Michigan with 10 years of industry experience. Koczara is an advisor for Lafleur & Godfrey Private Wealth Management. They have been employed by Lafleur & Godfrey Private Wealth Management for their whole career. Koczara holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Lafleur & Godfrey Private Wealth Management is a company that has its headquarters in Grand Rapids, MI. The firm has a total of six people on staff. It oversees $725 million in total assets between its 759 accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 759 customer accounts, 61% belong to high-net-worth individuals who have greater than $1 million in assets. Lafleur & Godfrey Private Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and other services. Fees charged by financial advisors depend on which service is offered. Fees charged by Lafleur & Godfrey Private Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lafleur & Godfrey Private Wealth Management Brokerage Details
$725,255,158
6
759
$955,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
John Koczara Work History
John has been registered as a financial advisor for 10 years.*
Lafleur & Godfrey LLC
*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 John Koczara 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 Lafleur & Godfrey Private Wealth Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Harbor Springs, MI
Grandville, MI
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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