Our Legacy

At Kovest Legacy Group of Wells Fargo Advisors we understand the distinctive needs of multi-generational wealth planning. Navigating the complexities of today’s international business landscape can feel for many like being dropped off in a foreign land. This is why, it is imperative to have a trustworthy and committed guide, someone to set your legacy on the right path, ensuring your safety and security when embarking on life's journey.

Vickie Kozuck

Vickie Kozuck

Senior Vice President – Investment Officer

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Daniel Kozuck

Daniel Kozuck

Financial Advisor

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Yun Risher

Yun Risher

Assistant Vice President - Senior Registered Client Associate

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, CT, DC, FL, ID, MN, ND, NV, NY, PA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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