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Gerald John Kochevar

Kochevar Financial Planning, LLC

Grafton, MA

CRD 6018012

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Employer firm

Kochevar Financial Planning, LLC CRD 160468

17 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Kochevar Financial Planning, Llc

Grafton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-02-07
  • MA RA
    APPROVED
    Since 2012-02-07

Branch Locations

Grafton, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kochevar Financial Planning, Llc Grafton MA 11/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-02
  • S65 Uniform Investment Adviser Law Examination
    2012-01-02
Other Names
  • John Kochevar

View on SEC IAPD

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