John K. Koczara
Professional summary
John Kenneth Koczara is a registered financial advisor currently at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT located in Grand Rapids, Michigan.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Kenneth Koczara's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2013 - Present
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Office #1: 2900 Charlevoix Dr Se Suite 302, Grand Rapids, MI 49546October 20, 2005 - September 30, 2013
AMBS INVESTMENT COUNSEL LLC
March 11, 1992 - July 3, 2003
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD#: 168831 / SEC#: 801-78536
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2013)
Exams
Series 8
Date: 6/17/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD#: 168831 / SEC#: 801-78536
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 811 |
| AUM (Assets Under Management) | $ 927,418,738 |
Red Flags
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Company Information
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD#: 168831Grand Rapids, MI 49546TRUST BUT VERIFY
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