Matthew MazurekCRD Number: 5456136
Current Firm: Robert W. Baird & Company Incorporated
Matthew Mazurek (CRD# 5456136) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Birmingham, MI and has over 9 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Robert W. Baird & Company Inc.||West Bloomfield, MI||Aug 2010 - Current||7|
|Regents Financial||Troy, MI||Jul 2009 - Jul 2010||1|
|Texas Roadhouse||Wyoming, MI||Oct 2008 - Apr 2009||< 1|
|Grand Valley State University||Allendale, MI||Sep 2005 - Apr 2009||3|
|Hantz Financial Services, Inc.||Southfield, MI||Apr 2008 - Aug 2008||< 1|
|New York Life Insurance Company||Grand Rapids, MI||Sep 2007 - Feb 2008||< 1|
|Texas Roadhouse||Madison Heights, MI||May 2003 - Sep 2007||4|
|Costo Wholesale||Wyoming, MI||Sep 2006 - Jan 2007||< 1|
|The City Of Madison Heights||Madison Heights, MI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management83,910MILLIONS
Total Number of Accounts90,406ACCOUNTS
Average Account Value$928,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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