BK
Benjamin G. Kochera
BROOKSTONE WEALTH ADVISORS
LONGWOOD, FL 32750
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CRD#: 6607757
BK
Professional summary
Benjamin G Kochera, who also goes by Ben Kochera, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Longwood, Florida and TALON PRIVATE WEALTH, LLC located in The Villages, Florida.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Benjamin has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Kochera
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. Talon Wealth Management, Talon Wealth Management; Investment-related; 11974 CR 101, Suite 103, The Villages, FL 32162; Insurance Sales and Investment Advisory; General Agent; Started 10/2014; 20 hours per month; some hours per week during securities trading hours; Sell insurance, annuities, life insurance, and investment advisory (DBA Name).
2. Retirement Wealth Advisors, Inc.; investment related; 501 Baldwin St., Suite 207, Jenison, MI 49428; investment adviser representative; Start date: 01/2016; Spends 80 hours per month; most during trading.
3. Ben Kochera, LLC; non-investment related; 96554 2nd St. N, Saint Petersburg, FL 33702; Owner/President; Started 07/2002; 0 hours per week; 0 hours during securities trading hours; Independently sell insurance, annuities, life insurance.
4. Talon Private Wealth, LLC; Investment Related; 11974 County Road 101, Suite 103, The Villages, FL 32162; Investment Advisory; Employee; Started 06/2019; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; Offer investment advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin G Kochera'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
February 18, 2016 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 781 Ciara Creek Cove #1003, Longwood, FL 32750Office #2: 11974 Cr 101 Suite 103, The Villages, FL 32162RIA
CRD#: 137658
LONGWOOD, FL
Current
December 14, 2020 - Present
TALON PRIVATE WEALTH, LLC
Office #1: 11974 County Road 101 Suite 103, The Villages, FL 32162RIA
CRD#: 298714
THE VILLAGES, FL
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".
TP
TALON PRIVATE WEALTH, LLC
TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH
CRD#: 298714 / SEC#: 801-114857
RIA
Registered Investment Advisory firm - (3/15/2019 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.Highlighted states indicate IAR registrations
IAR
Florida(2/18/2016)
IAR
Texas(10/20/2021)
Current Firm
TP
TALON PRIVATE WEALTH, LLC
TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH
CRD#: 298714 / SEC#: 801-114857
RIA
Registered Investment Advisory firm - (3/15/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11974 County Road 101 Suite 103, The Villages, FL 32162
Mailing Address
Phone number
(352) 751-3200
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,586 |
| AUM (Assets Under Management) | $ 876,912,760 |
Red Flags
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Company Information
TALON PRIVATE WEALTH, LLC
CRD#: 298714Longwood, FL 32750TRUST BUT VERIFY
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