Brian Paul Kozak

Current Employers

Employment History

• 08/2010 → Present
  Anytime Fitness
  Columbus, NE
• 06/2013 → 10/2023
  Independent Financial Group
  Columbus, NE
• 06/2013 → Present
  Main Street Advisors, Llc
  Hays, KS
• 10/2023 → Present
  Osaic
  Columbus, NE
• 10/2023 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2023-10-16 → 2025-07-02
  The Ameriflex Group
  Columbus, NE
• 2013-07-16 → 2023-10-16
  Main Street Advisors, Llc
  Columbus, NE
  Hays, KS
• 2011-10-11 → 2013-07-08
  Cl Wealth Management Llc
  Schaumburg, IL
• 2008-05-01 → 2011-09-30
  Workman Securities Corporation
  Eden Prairie, MN
  Columbus, NE
• 2002-04-09 → 2008-03-18
  Pruco Securities, Llc.
  Columbus, NE
  Columbus, NE

Other Businesses

(1 REAL ESTATE POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2003 ADDRESS: 2716 13th Street, Columbus NE 68601, United States DESCRIPTION: 25% OWNER- RENTAL MANAGEMENT (2 AFFLUENT WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2008 Address: DESCRIPTION: 100% OWNER OF DBA AFFLUENT WEALTH MANAGEMENT FOR MARKETING PURPOSES. (3 AFFLUENT WEALTH MANAGEMENT POSITION: Owner NATURE: Affluent Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 03/20/2008 ADDRESS: 2716 13th Street, Columbus NE 68601, United States DESCRIPTION: This is my DBA name for my business. (4 FFLUENT WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2000 ADDRESS: 2716 13th St, COLUMBUS NE 68601, United States DESCRIPTION: Meet with and analyze a client's need for life insurance. And selling life and health insurance policies as the need arises. (5 REAL ESTATE POSITION: Rental Properties NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2003 ADDRESS: 967 S. River Birch Lane, Columbus NE 68601, United States DESCRIPTION: Various Mgmt Activities, maintenance, oversight (6 NWF ADVISORY SERVICES, INC. POSITION: Registered Investment Advisor NATURE: Corporation, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2025 ADDRESS: 2716 13th Street, Columbus NE 68601, United States DESCRIPTION: Wealth Management and Investment Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-07
• S63 Uniform Securities Agent State Law Examination
  2000-02-28