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Credentials
Series 66
Experience Industry experience
22 years
Location
Fort Collins, CO 80528
Merrill
Institution
Cory Kozisek serves as the Senior Resident Director at Merrill's Northern Colorado office. In this dual role, he manages the office operations while providing wealth management advisory services. Cory has been with Merrill since 2016, after six years with Wells Fargo Advisors and prior experience with Key Investment Services. He began his financial services career in 2002, bringing nearly 18 years of industry experience to his current position.
As a CERTIFIED FINANCIAL PLANNER® professional with additional credentials including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA), Cory focuses on wealth management planning strategies that support clients in building and sustaining successful retirements. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. Cory utilizes Merrill's resources to create customized plans that address income management, education funding, retirement planning, and guidance through complex financial situations.
Cory holds a bachelor's degree from Colorado State University. Outside of his professional duties, he is involved with Rapids Youth Soccer and spends much of his personal time with his wife and four daughters. His hobbies include biking, fishing, hunting, fitness, table tennis, traveling, and rooting for the Denver Broncos.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Fort Collins, CO 2950 E Harmony Rd
2950 E Harmony Rd
Fort Collins CO 80528
Advisors at this office
9
Colorado · Texas
22 years of industry experience
Bank Of America, N.a.
2016 - Present • 10 years
Fort Collins, CO
Merrill
2016 - Present • 10 years
Fort Collins, CO
Wells Fargo Clearing
2011 - 2016 • 5 years
CO
Wells Fargo Investments, Llc
2010 - 2011 • 1 year
Fort Collins, CO
Key Investment Services LLC
2006 - 2010 • 4 years
KeyBanc Capital Markets Inc.
2004 - 2006 • 2 years
Loveland, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 66
Fort Collins, CO
Otium Wealth Management
Jared Dull is a CFP® and Series 66 registered advisor with five years of industry experience. He is the sole advisor at Otium Wealth Management in Fort Collins, CO, and previously worked at Edward Jones for five years and at ConocoPhillips for nine years. He is also a licensed insurance agent in Fort Collins. Otium Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, and charitable foundations by providing discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with various investment approaches and offers retirement-plan consulting and ERISA fiduciary services.
Series 66
Fort Collins, CO
Ascend Private Wealth Management
Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO, holding a Series 66 designation. He has experience working with UBS Financial Services and Fidelity Investments. Outside of finance, he has worked in roles ranging from education to sports instruction. Ascend Private Wealth Management provides combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm's investment approach combines bottom-up fundamental and technical analysis with macroeconomic-driven tactical asset allocation, using both active security selection and selective passive strategies.
Series 65
Fort Collins, CO
Kibo Investment Advisors LLC
Michael Gavin is the sole advisor at Kibo Investment Advisors LLC in Fort Collins, CO. He holds a Series 65 designation and has been affiliated with Kibo since 2026. Gavin also maintains a full-time academic appointment at Colorado State University since 2012. Kibo Investment Advisors LLC offers discretionary investment management and tailored advisory services primarily to individuals, high-net-worth households, trusts, and families. The firm employs a proprietary quantitative approach that integrates machine learning and academic research, focusing on companies with lower carbon exposure.
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.
CFP®, Series 65
Fort Collins, CO
Oaktree Financial Planning, LLC
Sunit Bhalla is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been the sole advisor at Oaktree Financial Planning, LLC since 2008, based in Fort Collins, Colorado. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm’s approach combines strategic baseline allocations with tactical adjustments, using both index and actively managed funds, and emphasizes tax-aware account placement and liquidity management.
Series 65, Series 63
Loveland, CO
Fletching Arrows Wealth Management LLC
Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.
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