Alec John Kozuch

Current Employers

Employment History

• 12/2017 → 07/2020
  Lpl Financial, Llc
  Wheaton, IL
• 09/2013 → 12/2017
  Excel Dowel & Wood Products
  Itasca, IL
• 02/2018 → Present
  Twenty Two Wealth Management
  Naperville, IL
• 06/2020 → Present
  Cwm, Llc Dba Carson Partners
  Naperville, IL
• 07/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Kfa Partners, Llc Dba Carson Wealth
  Naperville, IL

Previous Registrations

• 2019-08-05 → 2020-07-13
  Lpl Financial Llc
  Naperville, IL

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 06/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: TWENTY TWO WEALTH MANGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2023 POSITION/TITLE/RELATIONSHIP: PART OWNER/FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: KFA PARTNERS, LLC DBA CARSON WEALTH, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: PART OWNER/FINANCIAL PROFESSONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2019-07-22

Designations