Michael Jason Kosmak

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/1999 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC; (2) NAME OF OTHER BUSINESS: BENNETT, MASTIN AND KOSMAK INC., INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DBA FOR BRANCH, STARTED 2/2017 POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER MONTH: 40-120, BRIEF DESCRIPTION OF DUTIES: OSJ, TRAINING, REP/ADMIN, COACHING SUPPORT; (3) NAME OF OTHER BUSINESS: LANGDON ST. CONSULTANTS, INC. INVESTMENT RELATED: NO, ADDRESS: MINNEAPOLIS, MN, NATURE OF BUSINESS: TECHNOLOGY CONSULTING, POSITION/TITLE/RELATIONSHIP: OWNER, PRESIDENT, APX NUMBER OF HOURS PER MONTH: 40-120, BRIEF DESCRIPTION OF DUTIES: PROVIDE TECHNOLOGY ADVICE;

Exams

• S66 Uniform Combined State Law Examination
  1999-07-17

Other Names

• Mike Kosmak