Joseph David Taiber

Employer firm

Taiko Private Wealth CRD 329909

$515M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers

Taiko Private Wealth

225 W Randolph St Ste 3050, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-05-21
TX	RA	APPROVED	2024-05-21

IL RA
APPROVED

Since 2024-05-21
TX RA
APPROVED

Since 2024-05-21

Branch Locations

225 W Randolph St Ste 3050, Chicago, IL 60606 • United States

Taiko

225 W. Randolph St. Suite 3050, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-05-06

IL RA
APPROVED

Since 2021-05-06

Branch Locations

225 W. Randolph St. Suite 3050, Chicago, IL 60606 • 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

Organization	City	State	From	To
Taiber Kosmala & Associates, Inc.	Chicago	IL	06/2012	Present
Advisor Os, Llc	Chicago	IL	04/2021	Present

06/2012 → Present

Taiber Kosmala & Associates, Inc.

Chicago, IL
04/2021 → Present

Advisor Os, Llc

Chicago, IL

Other Businesses

Taiber Kosmala & Associates, Inc. - Managing Partner, Affiliated Investment Adviser, Chicago IL, 06/2012 to present, Approx 50% of time TAIKO - Managing Partner, Affiliated Investment Adviser, Chicago, IL, 06/2012 to present, Approx 25% of time

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-12-03

S63 Uniform Securities Agent State Law Examination

1998-12-03

Designations

Chartered Financial Analyst

Other Names

Joe Taiber

View on SEC IAPD