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
Finance & AccountingView LinkedIn profile

About Michael J. Rozovics

As a Financial industry professional since 1997, I advise employer-sponsored retirement…

Experience

  1. Senior Relationship Manager and Financial Advisor

    Next Retirement Solutions

    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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Michael J. Rozovics — Senior Relationship Manager and Financial Advisor at Next Retirement Solutions in Chicago, IL, US | Unifers