Joseph Stanley Kosek

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH
  Naples, FL
  Naples, FL

Other Businesses

1) THE KOSEK ORGANIZATION LLC POSITION: Manager, Owner NATURE: Formed and LLC to simply run payroll expense thru . This LLC will furnish our staff employee expenses. We make monthly deposits and those deposits are debited by a payroll company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 100 Park East Ave, Ste 425, Cleveland OH 44122, United States DESCRIPTION: Administer payroll expense 2) BOARD MEMBERPRESIDENT FOR NEIGHBORHOOD ASSOCIATION POSITION: Board Member, President NATURE: decide if we pay for a new tree to be planted. Decide if we keep or hire a new landscaper. Decide if we plant new plants. My role does not change except as President, I do not have check signing privileges. These will remain unused because we have a property management company that pays all the bills. By association by-laws, i will also have that power but i will not use it but i will be an approved signer. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2021 ADDRESS: C/O May management, 11100 Bonita Beach Rd, Bonita Beach FL 34135, United States DESCRIPTION: see above-- i read emails and discuss by phone with other board members 3) CVBA CUYAHOGA VALLEY BASEBALL ASSOCIATION POSITION: Vice President, Development NATURE: This is the entire league that houses approximately 160 teams at varied ages IE 9s 10s 11s, etc. that play each other during baseball season, most of summer. Each team is from the same general geographic area in or close ot Cuyahoga county, the county which i reside INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 8803 Brecksville Rd., Ste. 7-265,, Brecksville OH 44141, United States DESCRIPTION: attend meetings, set policy, occasional assist in fundraiser event for this DBA which is under the CVYO, another previously disclosed OBA a non profit 501c3 4) BTBA TRAVEL BASEBALL POSITION: Program Director NATURE: Travel Baseball for Community I live in INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 8803 Brecksville Rd, ste 7-265, Brecksville OH 44141, United States DESCRIPTION: attend meetings, set policy, occasional assist in fundraiser event for this DBA This DBA is a program under CVYO, other previously disclosed OBA-- duties do not change 5) CUYAHOGA VALLEY YOUTH ORGANIZATION POSITION: Board Member NATURE: Youth Development for life long skills INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 8803 Brecksville Rd, Ste 7-265, BRECKSVILLE OH 44141, United States DESCRIPTION: attend meetings, set policy, occasional assist in fundraiser event for this non profit 501c3 6) POA FOR MY WIFE CHERYL KOSEK POSITION: POA NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2020 ADDRESS: 8067 Pershing Dr, Brecksville OH 44141, United States DESCRIPTION: POA 7) THE KOSEK ORGANIZATION LLC POSITION: Manager, Owner NATURE: Formed and LLC to simply run payroll expense thru . This LLC will furnish our staff employee expenses. We make monthly deposits and those deposits are debited by a payroll company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 100 Park East Ave, Ste 425, Cleveland OH 44122, United States DESCRIPTION: See above-- nothing except make deposits 8) JOSEPH KOSEK- INS PRODUCER POSITION: Agent NATURE: Sell fixed life and annuity LTC, disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/20/1982 ADDRESS: 100 Park East Ave, Ste 425, Cleveland OH 44122, United States DESCRIPTION: Sell and service fixed life, annuity, LTC, and disability.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-06
• S63 Uniform Securities Agent State Law Examination
  1994-04-12

Designations

Other Names

• Joseph Stanley Kossek
• Joe Kkosek