Edward Stanley Kozun
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- United Planners' Financial Services of America a Limited PartnerJul 2020 to now
- Dunham Trust coSep 2007 to now
- Edward S Kozun IiiNov 2003 to now
- Next Financial GroupNov 2003 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2454967
- Firm CRD
- 20804