Raymond Kozicki
Raymond Kozicki is a registered investment advisor at Midwest Financial Network, LLC, based in Tinley Park, IL, with 11 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 218 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.68% |
Fee Estimator
Location
17244 Oak Park Avenue, Tinley Park, IL, 60477
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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
Raymond has been an independent insurance agent since 2009, providing insurance sales and services. This activity involves about 10-20% of his time each month.
Employment History
Current Registrations
Midwest Financial Network, LLC
Previous Registrations
Evergreen Capital Management INC
Horter Investment Management, LLC
First American National Investment Advisors, LLC
First Trust Advisors LP
State Registrations3 states
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.