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Christopher Kozak
Chief Executive Officer at Kozak & Tripp Private Asset Management, Inc.
Profile
Christopher Kozak is currently the Chief Compliance Officer & Owner at Kozak & Tripp Private Asset Management, Inc. He was previously a Principal at Cetera Advisors LLC from 2008 to 2018.
He received his undergraduate degree from the University of Colorado Denver in 2008.
Christopher Kozak active positions
Companies | Position | Start |
---|---|---|
Kozak & Tripp Private Asset Management, Inc.
![]() Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance Kozak & Tripp Private Asset Management, Inc. (KTPAM) is an independent, SEC-registered investment advisor headquartered in Highlands Ranch, Colorado. The firm was formerly known as Kozak & Associates, Inc. KTPAM provides investment advice to individuals, high net individuals, trusts, estates, corporations, and profit-sharing plans. | Chief Executive Officer | 2005-12-31 |
Former positions of Christopher Kozak
Companies | Position | End |
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Cetera Advisors LLC
![]() Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Corporate Officer/Principal | 2018-09-30 |
Training of Christopher Kozak
University of Colorado Denver | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 2 |
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Cetera Advisors LLC
![]() Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Finance |
Kozak & Tripp Private Asset Management, Inc.
![]() Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance Kozak & Tripp Private Asset Management, Inc. (KTPAM) is an independent, SEC-registered investment advisor headquartered in Highlands Ranch, Colorado. The firm was formerly known as Kozak & Associates, Inc. KTPAM provides investment advice to individuals, high net individuals, trusts, estates, corporations, and profit-sharing plans. | Finance |
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