Kozen E. Tsukamoto
Professional summary
Kozen Edward Tsukamoto, who also goes by Koz Edward Tsukamoto, is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Payson, Arizona.
Kozen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kozen has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kozen Edward Tsukamoto's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2016 - Present
BALBOA WEALTH PARTNERS, INC.
Office #1: 130 E Aero Drive Suite B, Payson, AZ 85541October 30, 2013 - September 9, 2016
AMERICAN ASSET ADVISORY, LLC
April 23, 2010 - September 9, 2016
ACCELERATED CAPITAL GROUP
January 6, 2010 - July 9, 2010
LONGVIEW FINANCIAL GROUP, INC
May 13, 2002 - December 20, 2002
WORLD GROUP SECURITIES, INC.
Primary Firm SEC Registration
BALBOA WEALTH PARTNERS, INC.
CRD#: 282329 / SEC#: 801-107029
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2023)
(9/6/2016)
(8/21/2024)
Exams
Current Firm
BALBOA WEALTH PARTNERS, INC.
CRD#: 282329 / SEC#: 801-107029
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,068 |
| AUM (Assets Under Management) | $ 804,833,455 |
Red Flags
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Company Information
BALBOA WEALTH PARTNERS, INC.
CRD#: 282329Payson, AZ 85541TRUST BUT VERIFY
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