Kasey Kozlowski (CRD# 6497374) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Michigan City, IN and has over 5 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Merrillville, IN | Nov 2019 - Current | 4 |
| Edward Jones | St.louis, MO | Jul 2019 - Oct 2019 | < 1 |
| J.p. Morgan Securities LLC | Michigan City, IN | May 2018 - Jul 2019 | 1 |
| Jpmorgan Chase Bank, N.a. | Michigan City, IN | May 2018 - Jul 2019 | 1 |
| K Tool & Fire | Laporte, IN | Sep 2017 - May 2018 | < 1 |
| Equity Services Inc. | Michigan City, IN | Feb 2017 - Sep 2017 | < 1 |
| National Life Group | Michigan City, IN | Feb 2017 - Sep 2017 | < 1 |
| General Insurance Services Inc. | Michigan City, IN | Sep 2016 - Sep 2017 | 1 |
| Umemployed | Laporte, IN | May 2016 - Sep 2016 | < 1 |
| Trine University | Angola, IN | Aug 2012 - May 2016 | 3 |
| Valic Financial Advisors, Inc. | Merrillville, IN | Jun 2015 - Sep 2015 | < 1 |
| Kingsbury Acres Green House | Laporte, IN | May 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- IL
- IN
- MI
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
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