Justin Kawcak, Mba, Clu®, Chfc®, Cfp® Email and Phone Number
Justin Kawcak, MBA, CLU®, ChFC®, CFP® is a Financial Advisor and Investment Consultant with LPL Financial and Founder / Investment Consultant with Altitude Financial Services in Craig, CO. He joined LPL Financial in January 2019 with seven years of prior financial services experience.A graduate of Colorado Mesa University, Justin earned a bachelor’s degree in business with a dual emphasis in management and marketing in 2010 and his Masters of Business Administration in 2012. He started his career in financial services immediately upon graduating from college. Justin is a Craig, CO native with a long family history in Western Colorado. He loves working and living in an area where his roots run deep. Justin grew-up in a family business founded on honesty and integrity and on a family farm based on hard work ethic and attention to detail. These experiences have led to a solid foundation for his ethical and moral values. Helping people work towards their financial goals and objectives, with their best interest in mind, is at the heart of Justin’s professional focus.As a natural leader, Justin has served in numerous leadership capacities, including local chapter president for the Colorado Mesa University Future Business Leaders of America – Phi Beta Lambda (FBLA-PBL), Colorado State President for FBLA-PBL, and Student Body President while attending Colorado Mesa University. Justin met his wife through their affiliation with Colorado Mesa University FBLA-PBL while attending college and have been married since 2015. They are blessed with one son and enjoy golfing, travel, the outdoors, time with family and friends, and being involved in their community. Justin has been involved in his community through the Kiwanis Club of Craig, Moffat County United Way, Bear River Young Life, Yampa Valley Young Professionals, and Craig/Moffat Economic Development Partnership.
Altitude Financial Services
View- Website:
- AltitudeFinancialServices.com
- Employees:
- 2
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Lpl Financial Advisor, Investment Consultant, And FounderAltitude Financial ServicesCraig, Co, Us -
Lpl Financial Advisor, Investment Consultant, & FounderAltitude Financial Services Jan 2019 - PresentCraig, Colorado, United StatesSecurities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact and Personal Info' section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents… Show more Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact and Personal Info' section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.The ChFC® and the CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Altitude Financial Services and LPL Financial are separate entities from LPL Financial. Show less -
Financial Advisor & Investment ConsultantLpl Jan 2020 - PresentCraig, CoSecurities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact and Personal Info' section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents… Show more Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact and Personal Info' section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
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Registered Sales AssociateLpl Financial Jan 2019 - Jan 2020Craig, Co -
Agent / Registered Representative360 Insurance Company & Greenfields Financial Services Jan 2015 - Dec 2018Craig, Co
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Financial ConsultantAxa Advisors Sep 2013 - Dec 2014Grand Junction, Colorado Area -
Financial RepresentativeNorthwestern Mutual Sep 2012 - Jul 2013Grand Junction, Colorado Area -
Student Body PresidentColorado Mesa University May 2011 - May 2012Grand Junction, Colorado AreaElected by my peers to serve as student body leader for Colorado Mesa University. Sharpened leadership skills, time management, delegation, accountability, responsibility, and public speaking. -
Presidential Chief Of StaffColorado Mesa University Jul 2010 - May 2011Grand Junction, Colorado AreaResponsible for managing the Associated Student Government and assisting the student body president. -
Basketball Official / Gym SupervisorCity Of Grand Junction Aug 2009 - Jan 2012Grand Junction, Colorado Area6th grade basketball official and gym supervisor -
Lube Plus, Manager / Lube TechLube Plus Jan 1999 - Jan 2012Craig, CoFamily owned and operated oil change business. Responsible for tracking inventory, creating marketing campaigns, and customer transactions. Experience working in a fast paced environment with high expectations and little room for error. Developed efficiency in Quick Books and all Microsoft Office programs.
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State PresidentColorado Future Business Leaders Of America - Phi Beta Lambda 2009 - 2011ColoradoServed two terms as Colorado Future Business Leaders of America - Phi Beta Lambda State President. Their mission is to bring business and education together in a positive working relationship through innovative leadership and career development programs. Responsibilities include fundraising, leadership, membership recruitment, and public speaking. I have received three national awards; 5th Place Marketing Analysis & Decision Making, 7th Place Impromptu Speaking, and recognized as Colorado's… Show more Served two terms as Colorado Future Business Leaders of America - Phi Beta Lambda State President. Their mission is to bring business and education together in a positive working relationship through innovative leadership and career development programs. Responsibilities include fundraising, leadership, membership recruitment, and public speaking. I have received three national awards; 5th Place Marketing Analysis & Decision Making, 7th Place Impromptu Speaking, and recognized as Colorado's "Who's Who" Award recipient. Have delivered key note addresses and workshops on healthy life habits to students throughout the nation. Show less
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Chapter PresidentColorado Future Business Leaders Of America - Phi Beta Lambda 2007 - 2011Grand Junction, Colorado AreaServed two years as Colorado Mesa University's Future Business Leaders of America - Phi Beta Lambda Chapter President. This is the largest student ran business organization in the state of Colorado. I have created and assisted in fundraisers, increased membership. led an officer team, and performed numerous other leadership tasks.
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Bag Boy / Shop AssistantBookcliff Country Club Jul 2008 - Feb 2010Grand Junction, Colorado Area
Justin Kawcak, Mba, Clu®, Chfc®, Cfp® Education Details
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Financial Planning And Services -
Colorado Mesa UniversityMaster'S Of Business Administration (Mba) -
Management & Marketing -
Moffat County High School
Frequently Asked Questions about Justin Kawcak, Mba, Clu®, Chfc®, Cfp®
What company does Justin Kawcak, Mba, Clu®, Chfc®, Cfp® work for?
Justin Kawcak, Mba, Clu®, Chfc®, Cfp® works for Altitude Financial Services
What is Justin Kawcak, Mba, Clu®, Chfc®, Cfp®'s role at the current company?
Justin Kawcak, Mba, Clu®, Chfc®, Cfp®'s current role is LPL Financial Advisor, Investment Consultant, and Founder.
What schools did Justin Kawcak, Mba, Clu®, Chfc®, Cfp® attend?
Justin Kawcak, Mba, Clu®, Chfc®, Cfp® attended The American College Of Financial Services, Colorado Mesa University, Mesa State College, Moffat County High School.
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