Unclaimed Profile

John Charles Kosik

CAPSTONE FINANCIAL ADVISORS INC·DOWNERS GROVE, Illinois

Clean recordCAPSTONE FINANCIAL ADVISORS INC

2001 BUTTERFIELD ROAD, DOWNERS GROVE, IL 60515CRD# 1320514Firm CRD# 109341

Profile Verification

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

Identity

John Charles Kosik · DOWNERS GROVE, IL

Registration

CRD #1320514 · CAPSTONE FINANCIAL ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Charles Kosik is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with CAPSTONE FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPSTONE FINANCIAL ADVISORS INC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPSTONE FINANCIAL ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: FIXED QUARTERLY RETAINERS

Regulatory

SEC/IARD CRD# 1320514

Firm CRD# 109341

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Charles Kosik offer?

John Charles Kosik specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are John Charles Kosik's credentials?

John Charles Kosik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Charles Kosik located?

John Charles Kosik is based in DOWNERS GROVE, Illinois, working with CAPSTONE FINANCIAL ADVISORS INC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.

How does John Charles Kosik charge for services?

John Charles Kosik's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fixed quarterly retainers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE FINANCIAL ADVISORS INC?

CAPSTONE FINANCIAL ADVISORS INC has approximately 31 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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