Investment adviser representative · Kochevar Financial Planning, LLC
Gerald J. Kochevar
CRD 6018012 · Grafton, MA
At a glance
Gerald J. Kochevar is an investment adviser representative with Kochevar Financial Planning, LLC in Grafton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gerald’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Kochevar Financial Planning, LLCSince February 2012Grafton, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gerald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.