Viktoria Kovacova Wilson

Viktoria K. Wilson

BLACKRIDGE ASSET MANAGEMENT
Ann Arbor, MI 48108
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CRD#: 6731999
Viktoria Kovacova Wilson

Professional summary


Viktoria Kovacova Wilson, CFP® is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Ann Arbor, Michigan and PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.

Viktoria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Viktoria has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Viktoria Kovacova Wilson's CRS (Customer Relationship Summary).
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®

Experience


Current

June 4, 2021 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

Office #1: 455 E Eisenhower, Ann Arbor, MI 48108
RIA
CRD#: 277085
Ann Arbor, MI
Current

June 4, 2021 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999
BD
CRD#: 157045
Jupiter, FL
Past

April 15, 2019 - June 8, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Jackson, MI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA
Registered Investment Advisory firm - (7/8/2016 Approved)
Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)
New York
Registered Investment Advisory firm - (7/13/2016 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(6/4/2021)
IAR
Michigan
(6/4/2021)
RR
Texas
(12/22/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/15/2019
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA
Registered Investment Advisory firm - (7/8/2016 Approved)
Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)
New York
Registered Investment Advisory firm - (7/13/2016 Terminated)
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Contact information


Main Address
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477
Mailing Address
Phone number
(561) 641-5050
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (37 States and Territories)


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Regulatory assets under management


Total Number of Accounts826
AUM (Assets Under Management)$ 196,842,156

Red Flags


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Company Information


BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085Ann Arbor, MI 48108

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