Christopher Kozak

from Kozak & Tripp Private Asset Management, Inc.
SEC regulated
Regulated Investment Advisor
Christopher Kozak is a financial advisor based in Colorado, Highlands Ranch, with 19 years of experience. Christopher currently works for Kozak & Tripp Private Asset Management, Inc.. Christopher maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Christopher Kozak works at Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. is a financial advisory firm based in Highlands Ranch, Colorado. It currently has approximately $448,891,707 of assets under management and employs about 10 people. Kozak & Tripp Private Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1805 Shea Center Drive, Suite 280, Highlands Ranch, Colorado, 80129

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