MM
Matthew M. Mikel
JAK FINANCIAL SOLUTIONS
FALCON HEIGHTS, MN 55113
CRD#: 8015891
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MM
Matthew Martin MikelJAK FINANCIAL SOLUTIONS
Professional summary
Matthew Martin Mikel is a registered financial advisor currently at JAK FINANCIAL SOLUTIONS LLC located in Falcon Heights, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 1 firm .
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 Matthew Martin Mikel'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®
NoneExperience
Current
May 7, 2025 - Present
JAK FINANCIAL SOLUTIONS LLC
Office #1: 1781 Prior Avenue North, Falcon Heights, MN 55113RIA
CRD#: 332025
FALCON HEIGHTS, 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(5/7/2025)
Exams
Current Firm
JF
JAK FINANCIAL SOLUTIONS LLC
JAK FINANCIAL SOLUTIONS LLC | JOHN A. KNUTSON & CO., PLLP
CRD#: 332025 / SEC#:
Minnesota
Registered Investment Advisory firm - (5/7/2025 Approved)Loading...
Contact information
Main Address
1781 Prior Avenue North, Falcon Heights, MN 55113
Mailing Address
Phone number
(651) 641-1099
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
JAK FINANCIAL SOLUTIONS LLC
CRD#: 332025Falcon Heights, MN 55113TRUST BUT VERIFY
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