Invested Better
Unclaimed

Unclaimed

Unclaimed

John Stephen Kostukovich

Vicus Capital, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Stephen Kostukovich

John Stephen Kostukovich is an active investment advisor representative with Vicus Capital, Inc. John Stephen Kostukovich has been in the industry for over 23 years and has been a registered representative since 1999. John Stephen Kostukovich is also a registered investment advisor in both Pennsylvania and South Carolina. In addition to their work at Vicus Capital, Inc., John Stephen Kostukovich also provides accounting and tax services through their firm Kostukovich Financial Group, LLC. John Stephen Kostukovich has a wealth of experience and expertise in the financial services industry and is committed to providing their clients with personalized and comprehensive financial advice.

Firm Information

John Kostukovich is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Kostukovich’s Registration & Firm History

PA

12/12/2022 - Present

Vicus Capital, Inc. (Camp Hill PA)

PA

11/11/2016 - 09/13/2018

LPL FINANCIAL LLC (HARRISBURG PA)

PA

11/11/2013 - 11/28/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)

PA

01/16/2013 - 11/12/2013

1ST GLOBAL CAPITAL CORP. (CAMP HILL PA)

PA

07/12/2010 - 01/23/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)

PA

02/17/2005 - 07/22/2010

EQUITY SERVICES, INC. (CAMP HILL PA)

CA

08/26/2004 - 02/07/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

CA

08/01/2003 - 08/26/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

07/25/2000 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

IA

09/23/1999 - 07/10/2000

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

Not sure if John Stephen Kostukovich is right for you?

Licenses & Designations

IA

Issued 06/13/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Stephen Kostukovich. Review regulatory record here.
Not sure if John Stephen Kostukovich is right for you?