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John Kenneth Koczara

Lafleur & Godfrey Private Wealth Management

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About John Kenneth Koczara

John Kenneth Koczara is a financial advisor registered with Lafleur & Godfrey Private Wealth Management. John has been in the industry since 1992 and has a wide range of experience in financial planning, portfolio management, and insurance solutions. John holds the Series 7, 24, 63, and 65 licenses and the Chartered Financial Analyst designation. John has been a registered Investment Advisor Representative (IAR) since 2013. John is also a registered representative of the firm.

Firm Information

John Koczara is currently registered with Lafleur & Godfrey Private Wealth Management. Lafleur & Godfrey Private Wealth Management is a registered investment advisor headquartered in GRAND RAPIDS, MI. The firm manages approximately $870 million in discretionary assets for 777 accounts. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer credit and cash management solutions and insurance solutions.
Lafleur & Godfrey Private Wealth Management

625 KENMOOR AVE SE

GRAND RAPIDS, MI 49546

$870.04M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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 Koczara’s Registration & Firm History

MI

01/01/2025 - Present

Lafleur & Godfrey Private Wealth Management (GRAND RAPIDS MI)

MI

03/11/1992 - 07/03/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 07/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/1997

Series 24 - General Securities Principal Examination

BC

Issued 06/17/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/07/1993

Series 4 - Registered Options Principal Examination

BC

Issued 03/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Kenneth Koczara. Review regulatory record here.
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