Claim Profile
MW

Marc Kenneth Wojcik

NORTHERN OAK CAPITAL MANAGEMENT, INC.·MILWAUKEE, Wisconsin
Unclaimed Profile
250 EAST WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 2373101Firm CRD# 105435
01

About

Marc Kenneth Wojcik is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHERN OAK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO.
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2373101
Firm CRD# 105435
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marc Kenneth Wojcik offer?
Marc Kenneth Wojcik specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Marc Kenneth Wojcik's credentials?
Marc Kenneth Wojcik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Kenneth Wojcik located?
Marc Kenneth Wojcik is based in MILWAUKEE, Wisconsin, working with NORTHERN OAK CAPITAL MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Marc Kenneth Wojcik charge for services?
Marc Kenneth Wojcik's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHERN OAK CAPITAL MANAGEMENT, INC.?
NORTHERN OAK CAPITAL MANAGEMENT, INC. has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty