Ken James Koubsky

Employer firm

Kaizen Wealth Advisors, LLC CRD 143525

20 advisory clients

Reported services (Item 5G)

Selection of other advisers
FINANCIAL GUIDANCE

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

Current Employers

Kaizen Wealth Advisors, Llc

Omaha, NE • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APP_PEND_IARCE	2026-01-01

NE RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Omaha, NE • 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
Kaizen Wealth Advisors, Llc	Omaha	NE	06/2007	Present

06/2007 → Present

Kaizen Wealth Advisors, Llc

Omaha, NE

Previous Registrations

2003-02-18 → 2007-06-21

Mariner Wealth Advisors

Omaha, NE
2000-06-26 → 2003-01-15

Citigroup Global Markets Inc.

Omaha, NE

Other Businesses

I am a licensed insurance agent spending several hours a month servicing existing policyholders and initiating coverage for perspective new policyholders.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-01-03
S63	Uniform Securities Agent State Law Examination	1996-01-30

S65 Uniform Investment Adviser Law Examination

1997-01-03
S63 Uniform Securities Agent State Law Examination

1996-01-30

Designations

Certified Financial Planner

View on SEC IAPD