Daniel KosmatkaCRD Number: 4594451
Current Firm: 1st Global Advisors Inc.
Daniel Kosmatka (CRD# 4594451) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Medford, OR and has over 15 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|1st Global Insurance Services, Inc.||Medford, OR||May 2005 - Current||12|
|1st Global Advisors, Inc.||Medford, OR||Mar 2003 - Current||15|
|1st Global Capital Corp||Medford, OR||Oct 2002 - Current||15|
|Kosmatka Donnelly & Company Llp Dba Kdp Wealth Management, LLC||Medford, OR||Sep 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY