Kaizen Wealth Advisors

Specialties

Financial Planner, Life Insurance Agency, Wealth management Omaha, Certified Financial planner Omaha, Wealth advisor Omaha, Investment management Omaha, wealth management omaha, disability insurance omaha, long-​term care insurance omaha, Term life insurance Omaha and whole life insurance

Meet the Business Owner

Ken K.

Business Owner

Ken J. Koubsky, CFP®

President of Kaizen Wealth Advisors

Educational Background

B.S. in Business Administration with emphasis in Accounting, 1993, University of Nebraska, Lincoln, Nebraska

Passed Certified Public Accountant examination, 1995

Series 6, 7, 63, 65 securities licensed and insurance licensed

Certified Financial Planner™ certificate holder with active registration

Experience

Financial Consultant, Merrill Lynch, 1996 – 1998.

Financial Consultant, Salomon Smith Barney, 1998 – 2003.

Provided financial relationship management to over 150 clients and acted as an advisor to the 500+ local employees of a public company who required expertise in exercising options and in wealth building and preservation

Engaged in cooperative education events with CPAs, estate planning attorneys, portfolio managers and other professionals

Integrated multiple financial services for clients by working closely with their CPA and attorney

Wealth Advisor, Orizon Investment Counsel, 2003 – 2007.