Koy Kosek

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2017 → 05/2025
  Bmo Bank Na
  Chicago, IL
• 01/2016 → 07/2017
  Hochfelder And Weber
  Chicago, IL
• 02/2022 → 05/2025
  Lpl Financial Llc
  Chicago, IL
• 05/2025 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Other Businesses

1. Theatre Above The LawUnited States, Chicago IL United States, Charity, Cultural Establishment, Theatre Above the Law's mission is to challenge the norm by presenting classic and unique stories in relatable ways while mentoring future artists, Member of Board of directors, President of Board of directors, start date-9/1/2023. 2. 6816 N Ridge Condominium Association, Chicago IL United States-60645, Association (e.g. Trade or Industry, Sport), Real Estate, Management of the condominium building and finances, Member of Board of directors, President of the Board of directors, start date-5/22/2021.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-17

Designations

• Certified Financial Planner