GK
GK

Goran Kociski

20 Years of Experience
Englewood, FL
2 DisclosuresBroker

Goran Kociski is a registered investment advisor at Wells Fargo Advisors, based in Englewood, FL, with 20 years of industry experience. Goran is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1831 S Mccall Rd, Englewood, FL, 34223

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2017
Settled
Customer Dispute
December 2013
Denied
Other Business Activities

Goran owns rental property in Venice, FL, since October 2023. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
September 2015 - Present · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
PNC Investments
April 2013 - September 2015 · 2 yrs 5 mos
PNC InvestmentsBroker
January 2007 - September 2015 · 8 yrs 8 mos
Wachovia Securities, LLCBroker
July 2006 - November 2006 · 4 mos
State Registrations22 states
AZCACOCTFLGAIAILKYMAMIMONCNJNYOHPASCTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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