Gregory W Kojak

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 06/2004 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2004 → Present
  Kojak Capital
  Chicago, IL

Previous Registrations

• 2010-12-09 → 2026-01-02
  Commonwealth Financial Network
  Chicago, IL
  Jupiter, FL
  Park Ridge, IL
  Wheaton, IL

Other Businesses

LINCOLN PARK FINANCIAL GROUP, LLC, SELLING FIXED INSURANCE AS AGENT, CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-24
• S63 Uniform Securities Agent State Law Examination
  2003-03-01