Lillian Marie Kozak

Current Employers

Employment History

• 06/2023 → 03/2025
  Km Financial
  Harper Woods, MI
• 08/2022 → 04/2023
  Fifth Wheel Freight
  Kentwood, MI
• 08/2022 → 03/2023
  Lee And Birch
  Grand Rapids, MI
• 08/2020 → 04/2022
  Grand Valley State University
  Allendale, MI
• 08/2013 → 08/2020
  Unemployed/Student
  Grosse Point Woods, MI
• 08/2019 → 04/2023
  Grand Valley State University
  Allendale, MI
• 10/2023 → Present
  Sigma Financial Corporation
  Harper Woods, MI

Other Businesses

1. DBA - KM Financial Company, LLC, Harper Woods, MI. Name used for securities practice with services/products offered through Sigma Financial Corporation and Sigma Planning Corporation. Start date: 3/28/25, approx. 40 hrs/wk, all during mkt hrs. INV REL: Y 2. Sale of non-variable insurance products (including life, accident and health) through various insurance companies. Start date: 6/5/23, less than 1 hr/mo. INV REL: Y 3. Events Committee Chair - Grosse Pointe Sunrise Rotary, Grosse Pointe, MI. Will work with Committee to host events on behalf of the Rotary and help with fundraising events. Start date: 9/8/25, approx. 5 hrs/mo, 10% during mkt hrs. No access to funds. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2023-10-10