Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vincent Kozuch is a financial professional with over 30 years of experience in the industry. John is currently a Wealth Advisor and Investment Advisory Representative at CWM, LLC DBA Carson Partners. John is also the owner of Twenty Two Wealth Management, LLC. John has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. John is a CERTIFIED FINANCIAL PLANNER™ professional. John holds a Series 63, 65, 7, 24 and SIE licenses. John specializes in providing wealth management, financial planning and investment advisory services to individuals, families, businesses and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
07/07/2020 - Present
CWM, LLC (OMAHA NE)
IL
03/04/2002 - 07/13/2020
LPL FINANCIAL LLC (NAPERVILLE IL)
FL
11/13/1996 - 03/05/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
08/20/1992 - 11/18/1996
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 05/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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