Henry Kochan is a registered investment advisor, based in Longboat Key, FL, with 34 years of industry experience.
Location
Longboat Key, FL
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Regulatory History (1)
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Regulatory
February 2022Final
Other Business Activities
Henry is a vestry member at All Angels by the Episcopal Church, dedicating minimal time. He also works as an investment advisor for Ameriflex Group, spending nearly full-time providing wealth management and financial planning services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 3 mos
The Ameriflex Group
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
October 2021 - September 2023 · 1 yr 11 mos
Aurora Private Wealth, INC.
January 2019 - October 2021 · 2 yrs 9 mos
Apw Capital, INC.Broker
January 2019 - October 2021 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
October 2016 - January 2019 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2016 - January 2019 · 2 yrs 3 mos
Girard Securities, INC.
June 2010 - October 2016 · 6 yrs 4 mos
Girard Securities, INC.
March 2004 - June 2010 · 6 yrs 3 mos
Girard Securities, INC.Broker
March 2004 - October 2016 · 12 yrs 7 mos
Main Street Management Company
November 2002 - March 2004 · 1 yr 4 mos
Main Street Management CompanyBroker
November 1997 - March 2004 · 6 yrs 4 mos
C. J. M. Planning CORP.Broker
April 1991 - November 1997 · 6 yrs 7 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.