Profiel
Mr. Marc K.
Wojcik is Vice President & Portfolio Manager at Northern Oak Capital Management, Inc.
Mr. Wojcik was previously worked as a Disciplined Financial Services, Inc., PRIMEVEST Financial Services, Inc., and Capital Investment Services of America, Inc.
Mr. Wojcik received his BS in Finance from Valparaiso University and his MBA in Business from Marquette University.
Eerdere bekende functies van Marc Kenneth Wojcik
Bedrijven | Functie | Einde |
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1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Portefeuillebeheerder-Aandelen | 12-10-2015 |
Disciplined Financial Services, Inc.
Disciplined Financial Services, Inc. Investment ManagersFinance Part of The Disciplined Investor Group, Inc., Disciplined Financial Services, Inc. provides investment advice. The company is based in Brookfield, WI. | Corporate Officer/Principal | 01-06-2012 |
Cetera Investment Services LLC
Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Corporate Officer/Principal | 01-05-2009 |
Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Analyst-Equity | 01-03-2007 |
Opleiding van Marc Kenneth Wojcik
Marquette University | Masters Business Admin |
Valparaiso University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Finance |
1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Finance |
Cetera Investment Services LLC
Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Finance |
Disciplined Financial Services, Inc.
Disciplined Financial Services, Inc. Investment ManagersFinance Part of The Disciplined Investor Group, Inc., Disciplined Financial Services, Inc. provides investment advice. The company is based in Brookfield, WI. | Finance |