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Gerald John Kochevar

Gerald J. Kochevar

KOCHEVAR FINANCIAL PLANNING
Grafton, MA
Some features on this profile are disabled
CRD#: 6018012
Gerald John Kochevar

Professional summary

Gerald John Kochevar, CFP®, who also goes by John Kochevar, is a registered financial advisor currently at KOCHEVAR FINANCIAL PLANNING, LLC located in Grafton, Massachusetts.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gerald has worked at 1 firm and has passed the Series 65 exam.

Biography

Kochevar Financial Planning, LLC is a registered investment adviser in the Commonwealth of Massachusetts.  The firm principal, John Kochevar, is a CERTIFIED FINANCIAL PLANNER (TM) professional and ENROLLED AGENT, the highest credential awarded by the Internal Revenue Service. We offer comprehensive financial plans for people of all ages and walks of life.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

John Kochevar

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 Gerald John Kochevar'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: 2013

Experience

Current

February 7, 2012 - Present

KOCHEVAR FINANCIAL PLANNING, LLC

RIA
CRD#: 160468
Grafton, MA

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
Massachusetts
(2/7/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/2/2012
Uniform Investment Adviser Law Examination

Current Firm

KF
KOCHEVAR FINANCIAL PLANNING, LLC
KOCHEVAR FINANCIAL PLANNING, LLC

CRD#: 160468 / SEC#:

Massachusetts
Registered Investment Advisory firm - (2/7/2012 Approved)
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Contact information

Main Address
Grafton, MA
Mailing Address
Phone number
(774) 329-0849
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

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Company Information

KOCHEVAR FINANCIAL PLANNING, LLC

CRD#: 160468Grafton, MA

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