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Marc Kenneth Wojcik

Lasalle Investment Advisors, Inc.

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About Marc Kenneth Wojcik

Marc Kenneth Wojcik is an investment advisor representative with Lasalle Investment Advisors, Inc. based in Pewaukee, WI. Marc has been in the industry for more than 15 years and holds licenses in both Wisconsin and Indiana. Marc has expertise in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Marc Wojcik is currently registered with Lasalle Investment Advisors, Inc.. Lasalle Investment Advisors, Inc. is an investment advisor with 2 licensed agents and 6 investment advisor representatives. The firm manages $100,036,888 in regulatory assets under management for 217 clients, including high-net-worth individuals and individuals other than high-net-worth. Lasalle Investment Advisors, Inc. provides financial planning, pension consulting, and portfolio management for individuals.

$100.04M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Wojcik’s Registration & Firm History

WI

01/06/2024 - Present

Lasalle Investment Advisors, Inc. (PEWAUKEE WI)

WI

05/01/2017 - 04/24/2019

WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)

WI

11/28/2016 - 04/25/2017

GIRARD SECURITIES, INC. (BROOKFIELD WI)

WI

05/22/2009 - 07/11/2012

NATIONS FINANCIAL GROUP, INC. (BROOKFIELD WI)

WI

11/21/2007 - 05/11/2009

PRIMEVEST FINANCIAL SERVICES, INC. (GREENFIELD WI)

OH

07/28/1995 - 11/16/1998

BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 01/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Kenneth Wojcik.
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