linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kennedy Lynn Kozakowski

GPS Wealth Strategies Group, LLC

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

About Kennedy Lynn Kozakowski

Kennedy Lynn Kozakowski is a financial advisor with GPS Wealth Strategies Group, LLC. Kennedy has been in the industry since December 2020 and is registered with FINRA and the states of California and Colorado. Kennedy holds the Series 7, 66, and SIE licenses and is a Certified Financial Planner. Kennedy specializes in providing financial planning, investment advisory, and consulting services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kennedy is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized service.

Firm Information

Kennedy Kozakowski is currently registered with GPS Wealth Strategies Group, LLC. GPS Wealth Strategies Group, LLC is an investment advisor headquartered in Centennial, Colorado. The firm manages approximately $1 billion to $10 billion in assets and has 24 registered representatives. GPS Wealth Strategies Group, LLC provides financial planning, portfolio management for individuals, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
GPS Wealth Strategies Group, LLC

6484 SOUTH QUEBEC STREET

CENTENNIAL, CO 80111

$1.07B

Assets Under Management

143

Total Clients

20

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

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.

check

consulting

Consulting

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

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Kennedy Kozakowski’s Registration & Firm History

CO

09/18/2023 - Present

GPS Wealth Strategies Group, LLC (CENTENNIAL CO)

Not sure if Kennedy Lynn Kozakowski is right for you?

Licenses & Designations

BOTH

Issued 04/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kennedy Lynn Kozakowski.
Not sure if Kennedy Lynn Kozakowski is right for you?