John Kosmer, NSSA® Advisor · Appleton, WI

John Kosmer, RICP, is a distinguished Managing Partner at Regency Wealth Management, LLC, based in Wisconsin. With deep roots in the Fox Valley, John brings a wealth of experience to his role, having been involved in his family business since high school. As a dedicated fiduciary, he prioritizes the best interests of his clients while offering comprehensive Investment Advisory Services, backed by his FINRA Series 6, 63, and 65 registrations and active Independent Insurance agent license.

As a Retirement Income Certified Professional (RICP), John specializes in crafting effective retirement income plans tailored to individual needs. His expertise not only helps clients navigate the complexities of retirement income but also ensures a sustainable income stream throughout their retirement years, while mitigating potential risks along the way.

John Kosmer has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

John is not just a financial expert; he is also a community advocate. He passionately volunteers for various charities focused on helping children, including The Make-A-Wish Foundation, Special Olympics, and Superheroes Fighting Cancer, demonstrating his commitment to making a positive impact.

Choose John Kosmer as your trusted advisor to guide you through your retirement journey—his knowledge, experience, and dedication to serving the community make him a standout choice in the field of financial planning and retirement income strategy.

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