David Tsikman
Investment adviser representative at The Kocen Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
$185.9MFirm assets
21 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Kocen Financial Group, Inc.Jan 2025 to now
- Kocen Financial GroupJul 2021 to now
- Financial Goal Securities, IncJul 2021 to Aug 2024
- Glean Management LPJan 2021 to Jun 2021
- Glean Management LPFeb 2019 to Dec 2020
- Orthodox UnionOct 2017 to Nov 2017
- Miracle Mile CpaSep 2017 to Dec 2018
- West Coast Talmudical SeminarySep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Kocen Financial Group, Inc.
$185.9MAssets managed
222Clients
5Advisers
21 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
- 7419643
- Firm CRD
- 112129