Matthew Brozik, financial advisor Mankato MN

Matthew Brozik

CRD Number: 5963665
Current Firm: Arkadios Wealth Advisors

Matthew Brozik (CRD# 5963665) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Mankato, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA Apr 2021 - Current 2
Arkadios Wealth Advisors Atlanta, GA Apr 2021 - Current 2
Triad Advisors, Inc. Norcross, GA Jan 2013 - Apr 2021 8
Discipline Advisors, Inc. Mankato, MN Jan 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for Matthew B. Brozik
Phone Number: 404-445-0035
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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