John Kostaken (CRD# 7070536) is an Investment Advisor Representative working at Truvestments Capital LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truvestments Capital, LLC | Chicago, IL | Feb 2019 - Current | 5 |
| Demogronomics | Chicago, IL | Mar 2015 - Current | 9 |
| Self Employed | Chicago, IL | Oct 2014 - Feb 2015 | < 1 |
| The Npd Group | Rosemont, IL | May 2014 - Sep 2014 | < 1 |
| Lake Erie College Of Osteopathic Medicine | Greensburg, PA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- IL
-
Total Assets Under Management363MILLIONS
-
Total Number of Accounts1,587ACCOUNTS
-
Average Account Value$228,539
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, LA, NC, NH, NJ, NV, NY, OH, PA, TX
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