Marc K. Wojcik

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CRD#: 2373101

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Kenneth Wojcik was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1995. Marc had worked at 9 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION INC. ?the name of the other business; PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION INC. ?whether the business is investment related: Yes ?the address of the other business; 139A Cottonwood Ave., Hartland, WI 53029 ?the nature of the other business; Business development, Real Estate Development and Foundation Management ?your position; Director ?title, or relationship with the other business; Director ?the start date of your relationship; 2021 ?the approximate number of hours/month you devote to the other business; 80 ?the number of hours you devote to the other business during securities trading hours; 40 ?and briefly describe your duties relating to the other business; Planning for all the above

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 8, 2019 - December 31, 2024

LASALLE INVESTMENT ADVISORS, INC.

RIA

CRD#: 109303

PEWAUKEE, WI

Past

May 1, 2017 - April 24, 2019

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

BROOKFIELD, WI

Past

May 1, 2017 - April 24, 2019

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BROOKFIELD, WI

Past

November 28, 2016 - April 25, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

BROOKFIELD, WI

Past

November 9, 2015 - April 25, 2017

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

BROOKFIELD, WI

Past

July 9, 2012 - October 12, 2015

1834 INVESTMENT ADVISORS CO.

RIA

CRD#: 105435

MILWAUKEE, WI

Past

May 22, 2009 - July 11, 2012

NATIONS FINANCIAL GROUP, INC.

CRD#: 44181

BROOKFIELD, WI

Past

May 20, 2009 - July 11, 2012

DISCIPLINED FINANCIAL SERVICES, INC

RIA

CRD#: 42727

BROOKFIELD, WI

Past

December 18, 2007 - May 11, 2009

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

GREENFIELD, WI

Past

November 21, 2007 - May 11, 2009

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

GREENFIELD, WI

Past

December 9, 1998 - April 26, 2007

CAPITAL INVESTMENT SERVICES OF AMERICA INC

RIA

CRD#: 110639

MILWAUKEE, WI

Past

July 28, 1995 - November 16, 1998

BANC ONE CAPITAL MARKETS, INC.

CRD#: 27267

COLUMBUS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 1/30/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/2016

General Securities Representative Examination

Current Firm

LASALLE INVESTMENT ADVISORS, INC.

LASALLE INVESTMENT & BUSINESS MANAGEMENT SERVICES INC | LASALLE INVESTMENT ADVISORS, INC. | LASALLE INVESTMENT ADVISORS

CRD#: 109303 / SEC#: 801-132648

Wisconsin

Registered Investment Advisory firm - (7/23/2012 Approved)

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Contact information

Main Address

1133 Quail Court Suite 100, Pewaukee, WI 53072

Mailing Address

Phone number

(262) 650-1099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 119,132,694

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marc K. Wojcik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

1834 INVESTMENT ADVISORS CO.

NATIONS FINANCIAL GROUP, INC.

DISCIPLINED FINANCIAL SERVICES, INC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

CAPITAL INVESTMENT SERVICES OF AMERICA INC

BANC ONE CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/30/2017

Series 66

Date: 12/17/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/28/2016

Current Firm

LASALLE INVESTMENT ADVISORS, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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