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Kevin Eugene Wozniak

Fountainhead Financial, LLC

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About Kevin Eugene Wozniak

Kevin Eugene Wozniak is a Certified Financial Planner® who has been in the financial services industry since November 2009. Kevin is registered with Fountainhead Financial, LLC in Illinois and Texas. Kevin has a specialization in retirement planning, education planning and investment management. The firm provides financial planning, investment management, and selection of other advisors services.

Firm Information

Kevin Wozniak is currently registered with Fountainhead Financial, LLC. Fountainhead Financial, LLC is a Chicago, Illinois-based registered investment advisor with 342,550,898 in regulatory assets under management. They offer financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, with 68 clients and $317,550,898 in assets under management, as well as individuals other than high-net-worth, with 27 clients and $25,000,000 in assets under management. The firm has 1 licensed agent and 2 investment advisor representatives.
Fountainhead Financial, LLC

515 NORTH STATE

CHICAGO, IL 60654

$342.55M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Kevin Wozniak’s Registration & Firm History

IL

02/23/2023 - Present

Fountainhead Financial, LLC (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Eugene Wozniak.
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