JK
John S. Kostukovich
VICUS CAPITAL
Camp Hill, PA 17011
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CRD#: 4000752
JK
Professional summary
John Stephen Kostukovich is a registered financial advisor currently at VICUS CAPITAL, INC. located in Camp Hill, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Camp Hill, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. John has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: VICUS CAPITAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 8/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: IAR - PROVIDES ADVISORY SERVICES AND WEALTH MANAGEMENT THROUGH VICUS CAPITAL 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2018 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: KOSTUKOVICH FINANCIAL GROUP, LLC INVESTMENT RELATED: NO ADDRESS: 3900 TRINDLE ROAD, CAMP HILL, PA 17011 NATURE OF BUSINESS: CPA FIRM START DATE: 2/1992 APX NUMBER OF HOURS PER WEEK: 37 APX NUMBER OF HOURS DURING TRADING HOURS: 37 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES 4. NAME OF OTHER BUSINESS: RENTAL REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 3900 TRINDLE ROAD, CAMP HILL, PA 17011 NATURE OF BUSINESS: RENTAL REAL ESTATE START DATE: 12/2006 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWNER OF ENTITY THAT OWNS BUILDING THAT CPA FIRM OPERATES IN 5. NAME OF OTHER BUSINESS: BLUE GRAYHUNT CLUB, LLC INVESTMENT RELATED: NO ADDRESS: 4513 HOPE PLANTATION DRIVE, JOHNS ISLAND, SC 29455 NATURE OF BUSINESS: TIMBERLAND, THE LAND WILL BE USED FOR RECREATIONAL PURPOSES AS WELL. HUNTING AND FISHING START DATE: 6/2018 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: MEMBER/OWNER 6. NAME OF OTHER BUSINESS: CLELAN AND COMPANY INVESTMENT RELATED: YES ADDRESS: 210 GRADVIEW AVENUE, SUITE 101, CAMP HILL, PA 17011 NATURE OF BUSINESS: OFFERING ADVISORY SERVICES THROUGH VICUS CAPITAL START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: IAR - PROVIDES ADVISORY SERVICES AND WEALTH MANAGEMENT THROUGH VICUS CAPITAL 7. NAME OF OTHER BUSINESS: THE KOSTUKOVICH FAMILY TRUST INVESTMENT RELATED: NO ADDRESS: 3900 TRINDLE ROAD, CAMP HILL, PA 17011 NATURE OF BUSINESS: TRUSTEE OF THE FAMILY TRUST START DATE: 2/2007 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: TRUSTEE OF THE FAMILY TRUST
CRS (Client Relationship Summary) - RIA
Click below to view John Stephen Kostukovich's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 3, 2018 - Present
VICUS CAPITAL, INC.
Office #1: 210 Grandview Ave, Suite 101, Camp Hill, PA 17011RIA
CRD#: 116021
Camp Hill, PA
Current
September 28, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 210 Grandview Ave Ste 101, Camp Hill, PA 17011BD
CRD#: 13572
Camp Hill, PA
Past
December 5, 2016 - September 6, 2018
INTEGRATED WEALTH CONCEPTS LLC
RIA
CRD#: 284656
Camp Hill, PA
Past
November 11, 2016 - September 13, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
HARRISBURG, PA
Past
November 11, 2013 - November 28, 2016
OSAIC FA, INC.
RIA
CRD#: 3978
CAMP HILL, PA
Past
November 11, 2013 - November 28, 2016
OSAIC FA, INC.
BD
CRD#: 3978
CAMP HILL, PA
Past
January 16, 2013 - November 12, 2013
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CAMP HILL, PA
Past
January 16, 2013 - November 12, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CAMP HILL, PA
Past
July 12, 2010 - January 23, 2013
OSAIC FA, INC.
RIA
CRD#: 3978
CAMP HILL, PA
Past
July 12, 2010 - January 23, 2013
OSAIC FA, INC.
BD
CRD#: 3978
CAMP HILL, PA
Past
August 2, 2005 - July 22, 2010
EQUITY SERVICES, INC.
RIA
CRD#: 265
CAMP HILL, PA
Past
February 17, 2005 - July 22, 2010
EQUITY SERVICES, INC.
BD
CRD#: 265
CAMP HILL, PA
Past
August 26, 2004 - February 7, 2005
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
August 1, 2003 - August 26, 2004
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
July 25, 2000 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
September 23, 1999 - July 10, 2000
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(10/1/2018)
IAR
Pennsylvania(10/3/2018)
RR
South Carolina(12/9/2022)
IAR
South Carolina(12/12/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
