Kenneth Chodzin, financial advisor Toledo OH
93 score

Kenneth Chodzin

CRD Number: 1221020
Current Firm: Citizens Securities, Inc.

Kenneth Chodzin (CRD# 1221020) is an Investment Advisor Representative working at Citizens Securities, Inc. in Toledo, OH and has over 33 years of experience in the finance industry.

Similar Advisors
Phillip Bollin, financial advisor Toledo OH
Phillip Bollin
CRD# 4537321
Bollin Wealth Management, LLC
Score
103
Similar Advisors
Robert Billstein, financial advisor Toledo OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Score
101
Similar Advisors
Bryan Perry, financial advisor Toledo OH
Bryan S. Perry
CRD# 2494372
Ameriprise Financial Services, Inc.
Score
101
Company Name Location Dates Years
Citizens Securities, Inc. Independence, OH Nov 2017 - Current < 1
N/a N/a, OH Oct 2017 - Nov 2017 < 1
J.p. Morgan Securities LLC Hudson, OH Oct 2012 - Oct 2017 5
Chase Investment Services Corp. Hudson, OH Nov 2006 - Oct 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Kenneth J. Chodzin
Phone Number: 1-800-942-8300
Registered State(s):
  • MI
  • OH
  • VA
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.