Unclaimed Profile

Peter Paul Kozak

BRIGHTPATH WEALTH PLANNING, LLC·CAMARILLO, California

Series 6, Series 63, Series 65Clean record19 years registeredBRIGHTPATH WEALTH PLANNING, LLC

5999 RIDGE VIEW STREET, CAMARILLO, CA 93012CRD# 2765784Firm CRD# 160563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Paul Kozak · CAMARILLO, CA

Registration

CRD #2765784 · BRIGHTPATH WEALTH PLANNING, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BRIGHTPATH WEALTH PLANNING, LLC

Apr 2012 – present

WALPOLE FINANCIAL ADVISORS, LLC

Jun 2007 – Jul 2010

GOLETA, CA

KOZAK FINANCIAL ADVISORY

May 2007 – Apr 2012

CAMARILLO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 24, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTPATH WEALTH PLANNING, LLC

CRD 160563 · SEC 801-122732

AUM

$164M

Regulatory assets under management

Employees

404 client accounts

Services offered by BRIGHTPATH WEALTH PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHTPATH WEALTH PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Paul Kozak offer?

Peter Paul Kozak specializes in Financial Planning, Investment Management. Contact their office in CAMARILLO, California for a consultation.

What are Peter Paul Kozak's credentials?

Peter Paul Kozak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Paul Kozak located?

Peter Paul Kozak is based in CAMARILLO, California, working with BRIGHTPATH WEALTH PLANNING, LLC. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.

How does Peter Paul Kozak charge for services?

Peter Paul Kozak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTPATH WEALTH PLANNING, LLC?

BRIGHTPATH WEALTH PLANNING, LLC has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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