Skip to content

Josip Paul Pehar

Investment adviser representative at Fefa Financial
23 yearsExperience
1 stateRegistered in
$435.3MFirm assets
3 yearsFirm in business

Are you Josip Paul Pehar? Claim your profile

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.

  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Fefa FinancialApr 2026 to now
  2. Vci Wealth Management LLC d/b/a Fefa FinancialFeb 2026 to now
  3. U.S. Coast GuardOct 2003 to now
  4. Knights of Columbus Asset Advisors LLCJul 2023 to Feb 2026
  5. Knights of Columbus InsuranceFeb 2015 to Feb 2026

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MO).

Fefa Financial

Legal name: Vci Wealth Management LLC

$435.3MAssets managed
1,686Clients
22Advisers
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
7781045
Firm CRD
324833
Advisor's SEC record (opens in a new tab)
CallContact this firm