Aaron K Kozick
Investment adviser representative at Towers Watson Investment Services, Inc.
12 yearsExperience
1 stateRegistered in
$62.7BFirm assets
32 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Towers Watson Investment Services, Inc.Jan 2024 to now
- Foreside Fund Services, LLCDec 2023 to now
- Willis Towers WatsonJun 2014 to now
- Kestra Advisory Services, LLCApr 2016 to Sep 2023
- Kestra Investment Services, LLCFeb 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Towers Watson Investment Services, Inc.
$62.7BAssets managed
107Clients
5Advisers
32 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
- 5009947
- Firm CRD
- 110473