Leo Misdom

Certified Public Accountant

Phone: (630) 665-4440
Fax: (630) 665-5030
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Leo Misdom is a CPAs as well as a LPL Financial Planner. In addition to helping his business clients with their accounting needs, he specializes in wealth planning.

Leo is an active speaker on topics relating to business growth and financial planning. He is very active in his community of Naperville. In addition to being a member of the Naperville Chamber of Commerce, he is a member of the Naperville Jaycees where he has served as Treasurer and as Chairman of the Naperville Jaycees’ Last Fling Committee. He was also a member of the Naperville Celebration 2000 Committee as their key financial committee member.

Leo is a 1983 graduate of Illinois State University.

 


 

John Kozuch, RFC

Registered Financial Consultant

Phone: (630) 665-4440
Fax: (630) 665-5030
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

John V. Kozuch, has been a retirement and financial professional for over fifteen years. John earned a Bachelor Degree in Mathematics and Computer Science from Roosevelt University in Chicago. He holds professional designations and qualifications of Registered Financial Consultant (RFC), Investment Advisor Representative (IAR) through LPL Financial, state licensed life, disability, and long term care insurance representative.

John provides wealth and retirement planning services to hundreds of Chicagoland area corporate and individual clients. Offering valuable planning assistance to his clients in the areas of financial planning, retirement plan rollovers, life/disability/long term care insurance, estate planning, establishing corporate retirement plans, and corporate seminars.

John also specializes in corporate retirement planning seminars. Through seminars, we help educate employees of corporations about their employee benefits, assist employees with retirement plan rollovers through downsizing, and make 401(k) investment recommendations.

 

Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030

DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.

Welcome to Dugan & Lopatka Financial Services’ Website

No information provided on this website is intended to constitute an offer to sell or solicitation of an 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. Registered Representatives of LPL Financial whose identities and associations with Dugan & Lopatka Financial Services, LLC, are disclosed on this website may only discuss securities or transact business with persons who are residents of the following states.

AZ, CA, CO, FL, IL, IN, MD, MO, NH, OH, AND WI.

If your state of residence is not listed, please locate an LPL Registered Representative on your state of residence by accessing http://www.lpl.com or calling 1-800-877-7210. Dugan & Lopatka Financial Services is not an affiliate company of LPL Financial.  Securities and advisory services provided on this website are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

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