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John Joseph Kostaken

Truvestments Capital LLC

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About John Joseph Kostaken

John Kostaken is a registered investment advisor representative with Truvestments Capital LLC. John has been in the industry since 2015. John is currently registered with the state of Illinois. John is also associated with Demongronomics, a Chicago-based investment-related firm, where John has been involved with marketing and technology administration. John specializes in providing financial planning services, as well as portfolio management for individuals and selection of other advisors.

Firm Information

John Kostaken is currently registered with Truvestments Capital LLC. Truvestments Capital LLC is an investment advisor based in Sarasota, Florida. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Truvestments Capital LLC manages over $362 million in assets for its clients.
Truvestments Capital LLC

5391 LAKEWOOD RANCH BLVD N

SARASOTA, FL 34240

$362.69M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Kostaken’s Registration & Firm History

IL

02/04/2019 - Present

Truvestments Capital LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Kostaken.
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