Phillip John Kosmala
Investment adviser representative at Taiko Private Wealth
14 yearsExperience
2 statesRegistered in
CFADesignation
$514.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Taiko Private WealthApr 2024 to now
- Advisor Os, LLCApr 2021 to now
- Taiber Kosmala & Associates, LLCJun 2012 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Taiko Private Wealth
$514.8MAssets managed
55Clients
2Advisers
2 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
- 5164417
- Firm CRD
- 329909