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Michael Dennis Rodzik

Managed Asset Portfolios, LLC

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About Michael Dennis Rodzik

Michael Dennis Rodzik is a registered representative with Managed Asset Portfolios, LLC and has been in the industry since May 25, 2009. Michael is currently registered with the state of Michigan and holds Series 6, 7, 63, and 65 licenses along with the SIE. Michael has experience providing financial services to high net worth individuals, wholesalers, advisors, institutions, and corporations. Michael's previous firms include Midamerica Financial Services, Inc., Matrix Capital Group, Inc., A.G. Edwards & Sons, Inc., RBC Dain Rauscher Inc., and Rock Island Securities, Inc.

Firm Information

Michael Rodzik is currently registered with Managed Asset Portfolios, LLC. Managed Asset Portfolios, LLC is an investment advisor headquartered in Rochester, MI. The firm provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, pooled investment vehicles, and trusts. They also offer pension consulting and model portfolio management services. Managed Asset Portfolios, LLC manages over $1 billion in assets for a diverse client base, including individuals, corporations, and investment companies. The firm has a team of 18 investment advisor representatives and 5 registered representatives.
Managed Asset Portfolios, LLC

950 W. UNIVERSITY, SUITE 100

ROCHESTER, MI 48307

$1.09B

Assets Under Management

608

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for trusts and offshore vehicles; model

Portfolio management for trusts and offshore vehicles; model

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Rodzik’s Registration & Firm History

MI

01/14/2019 - Present

Managed Asset Portfolios, LLC (ROCHESTER MI)

MI

05/07/2012 - 12/31/2014

MIDAMERICA FINANCIAL SERVICES, INC. (ROCHESTER MI)

NY

10/05/2011 - 03/09/2012

MATRIX CAPITAL GROUP, INC. (NEW YORK NY)

IL

08/30/2005 - 11/28/2006

A. G. EDWARDS & SONS, INC. (CHICAGO IL)

NY

09/22/2004 - 09/09/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

IL

07/19/2004 - 09/23/2004

ROCK ISLAND SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/15/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Dennis Rodzik.
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