JM
CFP
JM
CFP

James Joseph Matejcek

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is an Investment Advisor Representative and Registered Representative at Everest Financial Group, dedicating about half of his time and about a quarter of his time, respectively. He also owns Matejcek Financial Corp, where he sells insurance, spending about 10-20% of his time on this activity, and dedicates minimal time to a non-profit theater company and the Plymouth Civic League.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
July 2007 - June 2024 · 16 yrs 11 mos
Brookstreet Securities CorporationBroker
August 2003 - July 2007 · 3 yrs 11 mos
Capitol Securities Management, INC.Broker
June 2002 - August 2003 · 1 yr 2 mos
Somerset Financial Group, INC.Broker
August 2000 - June 2002 · 1 yr 10 mos
Private Financial SecuritiesBroker
March 2000 - August 2000 · 5 mos
Sii Investments, INC.Broker
August 1998 - March 2000 · 1 yr 7 mos
Berthel, Fisher & Company Financial Services, INC.Broker
October 1997 - July 1998 · 9 mos
New England SecuritiesBroker
July 1994 - October 1994 · 3 mos
Transamerica Financial Resources, INC.Broker
November 1993 - June 1994 · 7 mos
State Registrations15 states
AZCACOFLHIIAILMNNCPASCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.