Matthew Mikolajewski (CRD# 2739172) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in College Grove, TN and has over 27 years of experience in the finance industry. Matthew Mikolajewski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance, LLC | San Diego, CA | Jan 2019 - Current | 5 |
| Lpl Financial, LLC | San Diego, CA | May 2015 - Current | 8 |
| Independent Financial Partners | San Diego, CA | May 2015 - Jan 2019 | 3 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Rancho Santa Fe, CA | Mar 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- AZ
- CA
- NV
- OH
- TN
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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