Home
a place to start
Services
what we do
Newsletter
what we are doing
About Us
who we are
Team
hello
Contact Us
get to us
The Ultimate Dress Rehearsal Your Life In A Box What We Do Who We Are Let's Look Forward What's In A Number Family View Retirement Income Education Financial Advocate Elder Care When Life Changes Robo Advisors Walk In Our Shoes
     Business Owners
     Creative Planning
     Elder Care/Aging Parents
     Pre-Retirees
 

 

 

 

Our people:


 

John J. Kosmer
Managing Partner
(920) 739-5549 x101

John was born and raised in the Fox Valley. He graduated from Appleton West High School in 1994. John is currently enrolled in the Retirement Income Certified Professional (RICP) course with the American College in Bryn Mawr, Pennsylvania.

John joined Jerry Murphy & Associates as a Managing Partner in 2004. Prior to this he had provided a key role in the Office Management and Client Administration since his High School Internship Program. John has been a Financial Consultant since 1996.

He enjoys volunteering with charities that are oriented toward helping children. These include The Make-A-Wish Foundation and Special Olympics.

 

Ann M Dake
Operations Manager
(920) 739-5549 x102

Ann was born and raised in the Appleton area. She graduated from New London Senior High School in 1989 and the Fox Valley Technical College in 1992 with an Associates Degree in Early Childhood Development.

Ann lives in Appleton with two of her four children. She brings much knowledge from previous employment including retail experience, Logistical Operations, and 10 years experience in the security industry.

Ann loves to follow the Green Bay Packers football, reading, and enjoying the outdoors. She spends most of her spare time with her children and family.

 

 



Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management LLC, a Registered Investment Advisor. Sequoia Wealth Management and Regency Wealth Management are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Connecticut, Minnesota, New York, Oregon, South Carolina, Texas, Virginia, Washington and Wisconsin.  No information provided on this site is intended to constitute an offer to sell or a solicitation of any offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

 

Privacy Policy       John J. Kosmer ADV 2B      Regency Wealth Management Firm Brochure ADV 2A      Regency Wealth Management ADV 2A WRAP

 

(920) 739-5549       (800) 370-8753 Check the background of this investment professional on FINRA's BrokerCheck