Brian Kozak (CRD# 4127867) is an Investment Advisor Representative working at The Ameriflex Group in Columbus, NE and has over 24 years of experience in the finance industry.
CRD# 5187851
Ameritas Advisory Services, LLC
CRD# 2436242
Lpl Financial LLC
CRD# 6461885
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Columbus, NE | Oct 2023 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
| Main Street Advisors, LLC | Hays, KS | Jun 2013 - Current | 10 |
| Anytime Fitness | Columbus, NE | Aug 2010 - Current | 13 |
| Independent Financial Group | Columbus, NE | Jun 2013 - Oct 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- NE
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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