Matthew P. Wojick

WOJICK CAPITAL MANAGEMENT

Zumbrota, MN

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CRD#: 6015384

Professional summary

Matthew Paul Wojick, who also goes by Matt Wojick, Matthew Wojick, is a registered financial advisor currently at WOJICK CAPITAL MANAGEMENT located in Zumbrota, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Wojick | Matthew Wojick

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.

While Matthew Wojick is licensed to sell insurance, there are not any conflicts of interest as he will not offer any insurance services or products to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Paul Wojick's CRS (Customer Relationship Summary).

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

Current

January 25, 2024 - Present

WOJICK CAPITAL MANAGEMENT

RIA

CRD#: 329006

Zumbrota, MN

Past

March 29, 2023 - November 1, 2023

FBL MARKETING SERVICES, LLC

CRD#: 5309

BROWNSDALE, MN

Past

January 24, 2020 - December 19, 2022

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

January 24, 2020 - December 19, 2022

FBL MARKETING SERVICES, LLC

CRD#: 5309

Rochester, MN

Past

May 13, 2016 - December 4, 2019

EDWARD JONES

RIA

CRD#: 250

ST PAUL, MN

Past

March 2, 2016 - December 4, 2019

EDWARD JONES

CRD#: 250

ST PAUL, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/25/2024)

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

State Security Law Exam

IAR

Series 66

Date: 3/21/2016

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: 3/2/2016

General Securities Representative Examination

Current Firm

WOJICK CAPITAL MANAGEMENT

WOJICK CAPITAL MANAGEMENT | WOJICK, MATTHEW PAUL | WOJICK, MATTHEW

CRD#: 329006 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/25/2024 Approved)

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Contact information

Main Address

Zumbrota, MN

Mailing Address

Po Box 229, Zumbrota, MN 55992

Phone number

(507) 884-3525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 3,500,000

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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Matthew P. Wojick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Paul Wojick's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOJICK CAPITAL MANAGEMENT

FBL MARKETING SERVICES, LLC

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/21/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2016

Current Firm

WOJICK CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOJICK CAPITAL MANAGEMENT

TRUST BUT VERIFY

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