John Theodore Kozak

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 01/2025
  Virtue Capital Management, Llc
  Brentwood, TN
• 02/1995 → 11/2024
  Cincinnati Fire Department
  Cincinnati, OH
• 12/2000 → Present
  Kozak Financial
  Cincinnati, OH
• 04/2018 → 09/2024
  Ohio Military Reserve
  Columbus, OH
• 01/2025 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2018-12-10 → 2025-01-23
  Virtue Capital Management, Llc
  Cincinnati, OH
  Brentwood, TN
  Harveysburg, OH

Other Businesses

(1) AMWAY, Title: INDEPENDENT BUSINESS OWNER, Description: SELL FOOD SUPPLEMENTS, VITAMINS, WELLNESS PRODUCTS AND HOME CARE PRODUCTS AND RECRUIT, Start Date: 08/09/2022, Address: 5101 SPAULDING PLAZA SE, ADA MI 49355, Investment-related? NO, Hours per month: 8, During trading hours: 0 (2) CHESTER FIRE DEPARTMENT, Title: FIREFIGHTER, Description: PUBLIC SAFETY, Start Date: 02-01-1995, Address: CHESTER TOWNSHIP OHIO, Investment-related? NO, Hours per month: 72, During trading hours: 8 hrs, (3) Elite Resources Team, Affiliate, They train advisors to work with CPAs in order to find business for both

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-26