Connor Koza
Connor Koza is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 5 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12801 Pierce St, Ste 300, Omaha, NE, 68144
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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
Connor is an agent/broker for Renaissance Fixed Insurance since 2020, focusing on fixed insurance sales. He dedicates minimal time to this activity, using Co-Op Insurance services for underwriting difficult cases.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations19 states
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