Best Investors Account Sign in

Suzanne A Kosik

Edward Jones

Bloomington, IL

Bloomington, IL

CRD 7085532

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-23
IL RA APPROVED 2019-06-03
  • TX RA
    APPROVED
    Since 2020-12-23
  • IL RA
    APPROVED
    Since 2019-06-03

Branch Locations

3801 General Electric Rd Suite 2B, Bloomington, IL 61704 • United States

2424 E Lincoln St Ste B, Bloomington, IL 61701 • 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
Edward Jones St Louis MO 04/2019 Present
Gold's Gym Bloomington IL 08/2005 03/2019
  • 04/2019 → Present
    St Louis, MO
  • 08/2005 → 03/2019
    Gold's Gym
    Bloomington, IL
Other Businesses

John James David LLC dba Gold's Gym Express Type of business: Health Club Normal, IL Start date: 6/1/2011 owner Hours per week: 0 Hours during trading: 0 I own 4 shares. Morine Inc dba Gold's Gym Type of business: Health Club Bloomington, IL Start date: 4/1/2010 owner Hours per week: 0 Hours during trading: 0 I do not have any responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-31
  • S66 Uniform Combined State Law Examination
    2019-05-31
Designations
  • Certified Financial Planner
Other Names
  • Suzanne April Potthoff
  • Suzanne April Kosik

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bloomington, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor