Unclaimed Profile

Marc Kenneth Wojcik

NORTHERN OAK CAPITAL MANAGEMENT, INC.·MILWAUKEE, Wisconsin

SIE, Series 7, Series 63, Series 66Clean record27 years registeredNORTHERN OAK CAPITAL MANAGEMENT, INC.

250 EAST WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 2373101Firm CRD# 105435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Kenneth Wojcik · MILWAUKEE, WI

Registration

CRD #2373101 · NORTHERN OAK CAPITAL MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHERN OAK CAPITAL MANAGEMENT, INC.

LASALLE INVESTMENT ADVISORS, INC.

Nov 2019 – Dec 2024

PEWAUKEE, WI

WOODBURY FINANCIAL SERVICES, INC.

May 2017 – Apr 2019

BROOKFIELD, WI

GIRARD SECURITIES, INC.

Nov 2015 – Apr 2017

BROOKFIELD, WI

NORTHERN OAK WEALTH MANAGEMENT. INC

Jul 2012 – Oct 2015

MILWAUKEE, WI

DISCIPLINED FINANCIAL SERVICES, INC

May 2009 – Jul 2012

BROOKFIELD, WI

PRIMEVEST FINANCIAL SERVICES, INC.

Dec 2007 – May 2009

GREENFIELD, WI

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Dec 1998 – Apr 2007

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · December 9, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1834 INVESTMENT ADVISORS CO.

CRD 105435 · SEC 801-11335

AUM

$1.1B

Regulatory assets under management

Employees

1,077 client accounts

Services offered by 1834 INVESTMENT ADVISORS CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 1834 INVESTMENT ADVISORS CO. →

Introduction

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Frequently Asked Questions

What services does Marc Kenneth Wojcik offer?

Marc Kenneth Wojcik specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with NORTHERN OAK CAPITAL MANAGEMENT, INC..

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.

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