Unclaimed Profile

Michael William Kozemchak

INSTITUTIONAL INVESTMENT CONSULTING·BLOOMFIELD HILLS, Michigan

SIE, Series 7, Series 24, Series 63, Series 6524 years registeredINSTITUTIONAL INVESTMENT CONSULTING

7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI 48302CRD# 2717038Firm CRD# 168705

Profile Verification

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

Identity

Michael William Kozemchak · BLOOMFIELD HILLS, MI

Registration

CRD #2717038 · INSTITUTIONAL INVESTMENT CONSULTING · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2013 – present

IIC

Sep 2013 – present

LPL FINANCIAL LLC

Mar 2021 – Apr 2021

BLOOMFIELD HILLS, MI

CANTELLA & CO., INC.

Jun 2004 – Nov 2013

BLOOMFIELD HILLS, MI

WACHOVIA SECURITIES, LLC

Aug 2001 – Oct 2003

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 20, 2001

Years registered · 24

Disclosure History

2002Customer Dispute·Settled

2001Customer Dispute·Settled

2001Employment Separation After Allegations

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INSTITUTIONAL INVESTMENT CONSULTING

CRD 168705 · SEC 801-78450

Employees

Total firm employees

Services offered by INSTITUTIONAL INVESTMENT CONSULTING

Per Form ADV

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at INSTITUTIONAL INVESTMENT CONSULTING →

Introduction

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Frequently Asked Questions

What services does Michael William Kozemchak offer?

Michael William Kozemchak is a registered financial advisor in BLOOMFIELD HILLS, Michigan. Contact their office for details on services offered.

What are Michael William Kozemchak's credentials?

Michael William Kozemchak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael William Kozemchak located?

Michael William Kozemchak is based in BLOOMFIELD HILLS, Michigan, working with INSTITUTIONAL INVESTMENT CONSULTING. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Michael William Kozemchak charge for services?

Michael William Kozemchak's firm is compensated through subscription fees, other: charge an asset based fee on retirement plans under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTIONAL INVESTMENT CONSULTING?

INSTITUTIONAL INVESTMENT CONSULTING has approximately 13 employees. The firm is registered with the SEC as an investment adviser.

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