John Kozuch is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance products, including life, annuities, and long-term care, dedicating minimal time to this activity. He also works full-time as a wealth advisor/investment advisory representative for CWM, LLC, is the owner of Twenty Two Wealth Management, LLC, and part owner/financial professional for KFA Partners, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Intersecurities, INC.Broker
Dreher & Associates, INC.Broker
State Registrations8 states
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