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JK
JK

John Theodore Kozak

Advisor Share Wealth Management, LLC
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Advisor Share Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K

Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History (1)
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Financial
August 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is an independent business owner with Amway, selling various products and recruiting, dedicating a few hours per week. He also works as a firefighter for the Chester Fire Department, spending about half his time on this activity. He is also an affiliate with Elite Resources Team, training advisors.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Virtue Capital Management, LLC
December 2018 - January 2025 · 6 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.