AdvisorOS Directory
Claim Profile
RK

Robert L Koscik

DLAK WEALTH ADVISORS, LLC·WEST CHESTER, Ohio
Unclaimed Profile
9100 WEST CHESTER TOWNE CENTRE DR, WEST CHESTER, OH 45069CRD# 2333835Firm CRD# 315670
01

About

Robert L Koscik is a registered financial advisor based in WEST CHESTER, Ohio, affiliated with DLAK WEALTH ADVISORS, LLC. 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
DLAK WEALTH ADVISORS, LLC
DLAK WEALTH ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DLAK WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2333835
Firm CRD# 315670
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CHESTER?

Browse all registered financial advisors in WEST CHESTER, Ohio or claim this profile if it's yours.

Browse WEST CHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert L Koscik offer?
Robert L Koscik specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Robert L Koscik's credentials?
Robert L Koscik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert L Koscik located?
Robert L Koscik is based in WEST CHESTER, Ohio, working with DLAK WEALTH ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Robert L Koscik charge for services?
Robert L Koscik's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DLAK WEALTH ADVISORS, LLC?
DLAK WEALTH ADVISORS, LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST CHESTER
Joseph William Gates — MEYER GATES FINANCIAL ADVISORS, INCAnna Carol Barton — PINNACLE WEALTH MANAGEMENT, INC.Anthony Joseph Bruns — PINNACLE WEALTH MANAGEMENT, INC.Marc Erle Henn — HARVEST FINANCIAL ADVISORS, LLCJeffrey Scott Sims — PINNACLE WEALTH MANAGEMENT, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile