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      Business owner? What’s your retirement plan?

       Jan 09, 2025 |RBC Wealth Management

      Stepping back from your business requires as much hard work and planning as it took to build it.

      Read more

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      Joel Kozlak, NMLS # 533301, and Chase Polacek, NMLS # 2352510 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Joel Kozlak, NMLS # 533301, and Chase Polacek, NMLS # 2352510 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Joel Kozlak, NMLS # 533301, and Chase Polacek, NMLS # 2352510 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Read additional advisor disclosures.

      Obtain more information about this financial advisor on FINRA's BrokerCheck website

      Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

      Contact information

      Kozlak Polacek Wealth Management Group

      Phone: 952-838-7021

      Joel Kozlak, MIM

      Senior Vice President - Financial Advisor,
      Senior Portfolio Manager

      Phone: 952-838-8158
      Cell: 612-214-9384

      Chase Polacek

      Financial Advisor

      Phone: 952-838-7021
      Cell: 612-214-9382

      Judy Cameron

      Investment Associate

      Phone: 952-838-7023
      Cell: 763-349-2425

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      Edina
      7650 Edinborough Way, Suite 800
      Edina, MN 55435
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