John Theodore Kozak
Investment adviser representative at Advisor Share Wealth Management, LLC
31 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Advisor Share Wealth Management, LLCJan 2025 to now
- Kozak FinancialDec 2000 to now
- Virtue Capital Management, LLCNov 2018 to Jan 2025
- Ohio Military ReserveApr 2018 to Sep 2024
- Cincinnati Fire DepartmentFeb 1995 to Nov 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 7040173
- Firm CRD
- 307997