Raymond Joseph Kozicki
Investment adviser representative at Midwest Financial Network, LLC
17 yearsExperience
3 statesRegistered in
$141.9MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Midwest Financial Network, LLCMar 2019 to now
- Self EmployedFeb 2009 to now
- Evergreen Capital ManagementAug 2017 to Jun 2019
- Horter Investment Management, LLCMar 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, IN).
Midwest Financial Network, LLC
$141.9MAssets managed
218Clients
2Advisers
1 yearIn 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
- 4990749
- Firm CRD
- 302095