John KosikCRD Number: 1320514
Current Firm: Capstone Financial Advisors Inc.
John Kosik (CRD# 1320514) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 33 years of experience in the finance industry. John Kosik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Capstone Financial Advisors, Inc.||Downers Grove, IL||Oct 2009 - Current||8|
|Cole Taylor Bank||Wheeling, IL||Nov 1993 - Jul 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
Total Assets Under Management1,371MILLIONS
Total Number of Accounts2,167ACCOUNTS
Average Account Value$632,474
- 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)
AZ, CA, CO, FL, IL, LA, MD, TX
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