Kevin B. Lozer

OAKTON FINANCIAL

Reston, VA 20190

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CRD#: 5504673

Professional summary

Kevin Bruce Lozer, CFP®, who also goes by Kevin Bruce Loser, Kevin B. Lozer, Kevin Lozer, is a registered financial advisor currently at OAKTON FINANCIAL, LLC located in Reston, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Kevin Bruce Loser | Kevin B. Lozer | Kevin Lozer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bruce Lozer'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

July 30, 2018 - Present

OAKTON FINANCIAL, LLC

Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190

RIA

CRD#: 297609

Reston, VA

Past

April 11, 2008 - July 19, 2018

CLEARLOGIC FINANCIAL, INC.

RIA

CRD#: 133114

RESTON, VA

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.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2008

Uniform Investment Adviser Law Examination

Current Firm

OAKTON FINANCIAL, LLC

OAKTON FINANCIAL | OAKTON FINANCIAL, LLC

CRD#: 297609 / SEC#:

Virginia

Registered Investment Advisory firm - (7/30/2018 Approved)

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Contact information

Main Address

11710 Plaza America Drive Suite 2000, Reston, VA 20190

Mailing Address

Phone number

(703) 871-5014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 12,321,829

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kevin B. Lozer

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bruce Lozer's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKTON FINANCIAL, LLC

CLEARLOGIC FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2008

Current Firm

OAKTON FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAKTON FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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