Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Kenneth Kawcak is a financial advisor with over 10 years of experience in the industry. Justin is currently registered with LPL Financial LLC and has held previous registrations with FBL Marketing Services, LLC, AXA Advisors, LLC and Northwestern Mutual Investment Services, LLC. Justin is licensed to provide investment advice in 25 states and holds the Series 6, 7, 63, 65 and 66 licenses. Justin specializes in working with individuals, high net worth individuals, corporations, and small businesses. Justin also provides financial planning, investment management, and retirement planning services. Justin is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
05/24/2022 - Present
LPL Financial LLC (CRAIG CO)
CO
01/02/2015 - 01/04/2019
FBL MARKETING SERVICES, LLC (Craig CO)
CO
08/20/2013 - 12/01/2014
AXA ADVISORS, LLC (GRAND JUNCTION CO)
CO
10/10/2012 - 08/01/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND JCT CO)
BOTH
Issued 02/06/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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