Robert Kozloski, financial advisor Chattanooga TN
93 score

Robert Kozloski

CRD Number: 3060557
Current Firm: M Holdings Securities, Inc.

Robert Kozloski (CRD# 3060557) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chattanooga, TN and has over 18 years of experience in the finance industry.

Similar Advisors
David Wattenbarger, financial advisor Chattanooga TN
David R. Wattenbarger
CRD# 4183339
Drw Financial
Score
103
Similar Advisors
Jay Brooks, financial advisor Chattanooga TN
Jay W. Brooks
CRD# 4343684
Brooks, Moore & Associates, Inc.
Score
98
Similar Advisors
Lonnie Jones, financial advisor Chattanooga TN
Lonnie E. Jones
CRD# 4242779
Edward Jones
Score
98
Company Name Location Dates Years
M. Holdings Securities, Inc. Portland, OR Mar 2002 - Current 14
Evergreen Consulting, Inc. Chattanooga, TN Mar 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Robert J. Kozloski
Phone Number: 800-656-6960
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Kozloski and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.