Kari KossmanCRD Number: 5970476
Current Firm: Advantage Investment Management, LLC
Kari Kossman (CRD# 5970476) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Olyphant, PA and has over 3 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Lpl Financial LLC||Olyphant, PA||Dec 2012 - Current||4|
|Keystone Retirement Resources||Olyphant, PA||Jul 2011 - Dec 2012||1|
|Cestone Organizing Solutions||Eynon, PA||Feb 2004 - Sep 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management564MILLIONS
Total Number of Accounts3,956ACCOUNTS
Average Account Value$142,513
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI