Michaeljohn Kudlik
CFP®Professional Summary
Michaeljohn Kudlik, CFP®, who also goes by Michael John Kudlik, Michaeljohn Kudlik, is a registered financial advisor currently at ROI CAPITAL MANAGEMENT located in St. George, Utah and BOUSTEAD SECURITIES, LLC located in Irvine, California. Michaeljohn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Michaeljohn has worked at 33 firms and has passed the Series 65, Series 63, Series 82TO, Series 6TO, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael John Kudlik, Michaeljohn Kudlik
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
54 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FINANCIAL SERVICE GROUP, LLC | ROI CAPITAL MANAGEMENT
Contact Information
Main Address
1173 South 250 West Suite #108, St. George, UT 84770Phone Number
(435) 652-0600# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/13/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jun 2026About the Series 82TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2026About the Series 6TO examSeries 22TO — Direct Participation Programs Representative Examination
Passed Jun 2026About the Series 22TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 18 — Securities Industry Rules and Regulations Examination
Passed Jan 1983Series 000 — General Securities Principal Examination
Passed Jun 1972Series 1 — Registered Representative Examination
Passed Feb 1972Series 39 — Direct Participation Programs Principal Examination
Passed Oct 2026About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michaeljohn Kudlik's CRS (Customer Relationship Summary).
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