Matthew Nicholas Hudak
CFP®Professional Summary
Matthew Nicholas Hudak, CFP® is a registered financial advisor currently at COCREATE FINANCIAL located in Bozeman, Montana. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
COCREATE FINANCIAL | COCREATE FINANCIAL LLC
Contact Information
Main Address
1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715Mailing Address
Po Box 4785, Bozeman, MT 59772Phone Number
(406) 206-7571# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
316AUM (Assets Under Management)
$37,669,061Similar Advisors
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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
(1/2/2019)
(2/23/2024)
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 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2018About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2018About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nicholas Hudak's CRS (Customer Relationship Summary).
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