Matthew Mazurek, financial advisor Birmingham MI
93 score

Matthew Mazurek

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Inc. West Bloomfield, MI Aug 2010 - Current 6
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
Contact Info for Matthew T. Mazurek
Phone Number: 414-765-3500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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