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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kalos Management 7 months, 3 weeks Feb 2017 - Present
Kalos Capital 7 months, 3 weeks Feb 2017 - Present
Annuity Store NC 1 year, 4 months May 2016 - Present
Ameritas Investment Corp 1 year, 1 month Jan 2016 - Feb 2017
Park South Group 2 years Sep 2015 - Present
Ameritas Life Insurance Corp 2 years, 1 month Aug 2015 - Present
Premier Benefits Group 2 years, 2 months Mar 2014 - May 2016
Life Time Income, LLC 1 year, 6 months Oct 2013 - Apr 2015
Allstate Insurance Co 2 years, 8 months Feb 2013 - Oct 2015
Mutual of Omaha Investor Services, Inc 2 years Mar 2011 - Mar 2013
Mutual of Omaha 2 years, 5 months Oct 2010 - Mar 2013
W&S Brokerage Services 1 year, 8 months Feb 2009 - Oct 2010
Western Southern Life 1 year, 9 months Jan 2009 - Oct 2010
World Group Securities, Inc. 1 year, 4 months Sep 2007 - Jan 2009
WFG 1 year, 7 months Jun 2007 - Jan 2009
Are You
John Richard Kostraba?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 21, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 21, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kalos Capital, Inc.

Last updated on Nov. 29, 2004
    • $7.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 120
      Accounts
    • $65.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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