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Jennifer Anne Kosola

NAVISTA WEALTH MANAGEMENT, INC.·MINNEAPOLIS, Minnesota
Unclaimed Profile
800 NICOLLET MALL, MINNEAPOLIS, MN 55402CRD# 1679380Firm CRD# 332373
01

About

Jennifer Anne Kosola is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with NAVISTA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVISTA WEALTH MANAGEMENT, INC.
NAVISTA WEALTH MANAGEMENT, INC.
AUM
$623M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at NAVISTA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1679380
Firm CRD# 332373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Anne Kosola offer?
Jennifer Anne Kosola specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Jennifer Anne Kosola's credentials?
Jennifer Anne Kosola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Anne Kosola located?
Jennifer Anne Kosola is based in MINNEAPOLIS, Minnesota, working with NAVISTA WEALTH MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Jennifer Anne Kosola charge for services?
Jennifer Anne Kosola'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 NAVISTA WEALTH MANAGEMENT, INC.?
NAVISTA WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
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