Michael J. Rozovics
NEXT Retirement Solutions, LLC
- Role
- Senior Relationship Manager and Financial Advisor at Next Retirement Solutions
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Michael J. Rozovics
As a Financial industry professional since 1997, I advise employer-sponsored retirement…
Experience
Senior Relationship Manager and Financial Advisor
May 2016 — Present
Financial Advisor and Senior Relationship Manager at NEXT Retirement Solutions, LLC. Michael advises employer-sponsored retirement plans with a focus on (1) actively supporting plan sponsors in the fulfillment of their fiduciary duties,(2) streamlining the retirement plan committee decision-making process, and (3) helping to create opportunities for better participant outcomes.NEXT Retirement Solutions provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Please visit our Website for important disclosures. Brokerage Services offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Concurrent Investment Advisors d/b/a NEXT Retirement Solutions are not affiliated companies.
Education
Lawrence University
B.A.
1988 — 1992
Capella University
MBA
2004 — 2006
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