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Matthew Bradley Brozik

Arkadios Wealth Advisors

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About Matthew Bradley Brozik

Matthew Brozik is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Arkadios Wealth Advisors in Mankato, Minnesota. Matthew is a Registered Representative and Investment Advisor Representative. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Matthew holds the Series 6, 7 and 63 licenses as well as the SIE. Matthew has a diverse background in the financial industry, having previously worked with TRIAD ADVISORS LLC and THRIVENT INVESTMENT MANAGEMENT INC. Matthew's experience and qualifications make him a valuable asset to Arkadios Wealth Advisors.

Firm Information

Matthew Brozik is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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percentage of assets

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

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Matthew Brozik’s Registration & Firm History

MN

04/30/2021 - Present

Arkadios Wealth Advisors (Mankato MN)

MN

01/22/2013 - 05/05/2021

TRIAD ADVISORS LLC (Mankato MN)

MN

08/31/2011 - 01/23/2013

THRIVENT INVESTMENT MANAGEMENT INC. (MANKATO MN)

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Licenses & Designations

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/29/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Bradley Brozik.
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