Ken Koubsky
Ken Koubsky is a CFP-designated registered investment advisor at Kaizen Wealth Advisors, LLC, based in Omaha, NE, with 25 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 24 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable on assets greater than $1,000,000.
Fee Estimator
Location
Omaha, NE
Get directionsHistory
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
Ken is a licensed insurance agent, dedicating a few hours per week to servicing existing policyholders and initiating coverage for new ones.
Employment History
Current Registrations
Kaizen Wealth Advisors, LLC
Previous Registrations
Orizon Investment Counsel LLC
Salomon Smith Barney INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.