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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
First Light Wealth Advisors, LLC 1 year, 5 months May 2018 - Present
Ameriprise Financial Services, Inc. 6 years, 7 months Oct 2011 - May 2018
Robert Korzik 3 years, 6 months Apr 2008 - Oct 2011
Northwestern Mutual Investment Services LLC 5 years, 5 months May 2006 - Oct 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Korzik

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Sep 24, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 24, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

First Light Wealth Advisors, LLC

Last updated on June 5, 2019
    • $60.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 222
      Accounts
    • $270.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees