Matthew N. Hudak

COCREATE FINANCIAL

Bozeman, MT 59715

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CRD#: 6206300

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1)Commits 2 hours a month to Family Promise and it is not-investment related 2)Commits 173 hours to CoCreate, a DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nicholas Hudak'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 2, 2019 - Present

COCREATE FINANCIAL

Office #1: 1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715

RIA

CRD#: 299648

Bozeman, MT

Past

September 7, 2018 - January 23, 2019

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Bozeman, MT

Past

November 20, 2013 - July 26, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BOZEMAN, MT

Past

September 23, 2013 - July 26, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BOZEMAN, MT

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

Montana
(1/2/2019)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 11/14/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/12/2018

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/28/2018

General Securities Sales Supervisor - Options Module Examination

Current Firm

COCREATE FINANCIAL

COCREATE FINANCIAL | COCREATE FINANCIAL LLC

CRD#: 299648 / SEC#:

Montana

Registered Investment Advisory firm - (1/2/2019 Approved)

Texas

Registered Investment Advisory firm - (2/19/2024 Conditional Restricted)

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Contact information

Main Address

1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715

Mailing Address

Po Box 4785, Bozeman, MT 59772

Phone number

(406) 206-7571

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 34,675,069

Red Flags

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

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Matthew N. Hudak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nicholas Hudak's CRS (Customer Relationship Summary).

Certified licenses

Experience

COCREATE FINANCIAL

REGAL INVESTMENT ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2013

SIE

Date: 7/26/2018

Series 7

Date: 9/23/2013

Series 10

Date: 7/12/2018

Series 9

Date: 6/28/2018

Current Firm

COCREATE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COCREATE FINANCIAL

TRUST BUT VERIFY

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