Brian
Kozak
The Ameriflex Group
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About this Advisor
Brian Kozak is a financial advisor based in Columbus, Nebraska, working with The Ameriflex Group. Brian has previously held positions at Anytime Fitness, Independent Financial Group, Main Street Advisors, LLC, Osaic, and The Ameriflex Group. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Brian is part of The Ameriflex Group, which operates out of Columbus, Nebraska. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Kozak Work History
Osaic
The Ameriflex Group
Main Street Advisors, LLC
Anytime Fitness
Independent Financial Group
Disclosures
Please visit the SEC profile of Brian Kozak 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 Ameriflex Group
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