Advisor at Kedzior Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kedzior Wealth Management LLC
Location
Independence, OH 44131
Credentials
Series 63, Series 66
Industry experience
15 years
Josiah Kedzior is the sole advisor at Kedzior Wealth Management LLC in Independence, OH, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior work includes six years at Thrivent Investment Management Inc. and he currently serves as president of Launch Ventures LLC, a holding company for personal investments. Kedzior Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of analytical methods and both long- and short-term trading strategies to tailor portfolios according to documented risk tolerances, serving a client base that includes charitable entities and without imposing account minimums.
Based on Kedzior Wealth Management LLC
Fixed pension consulting fees paid via check, amounts not specified
1.00% annually
4500 Rockside Road, Suite 440
Independence, OH 44131
Ohio
Launch Ventures LLC
2021 - Present (5 years)
Kedzior Wealth Management LLC
2017 - Present (9 years)
Thrivent Investment Management
2011 - 2017 (6 years)
Thrivent investment Management Inc
2011 - 2017 (6 years)
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Other specialized services
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