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MK

Michael J. Kojonen

ALPHASTAR CAPITAL MANAGEMENT
Hudson, WI 54016
Some features on this profile are disabled
CRD#: 7638827
MK

Professional summary


Michael James Kojonen, who also goes by Mike Kojonen, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Hudson, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Kojonen

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) Principal Wealth Services, LLC , investment related; Retirement Planning firm; Owner, devotes 80 hours per month. (2) Licensed Insurance Agent (3) Principal Preservation Services, LLC. Non-Investment related. Owner, devotes 80 hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael James Kojonen'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®
None

Experience


Current

September 23, 2022 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 400 2nd Street S, #230, Hudson, WI 54016
RIA
CRD#: 157423
Hudson, WI

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".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

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
(7/22/2025)
IAR
Wisconsin
(9/23/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/17/2022
Uniform Investment Adviser Law Examination

Current Firm


AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
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Contact information


Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124

SEC notice filing (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts11,592
AUM (Assets Under Management)$ 1,841,154,148

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023
Cover Page
06/27/2023
01/24/2023

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.

Company Information


ALPHASTAR CAPITAL MANAGEMENT

CRD#: 157423Hudson, WI 54016

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