MK
MK

Michael Kotarski

29 Years of Experience
Warren, NJ
Broker

Michael Kotarski is a registered investment advisor at Wells Fargo Advisors, based in Warren, NJ, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

58 Mount Bethel Road, Suite 204, Warren, NJ, 07059

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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 Activities

Michael owns 100% of MJK Capital Corp and dedicates nearly full-time hours to it. He also serves as a trustee for MJK Capital Corp's FINET PRACTICE 401K and DBP, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors
October 2006 - Present · 19 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
October 2002 - October 2006 · 4 yrs
Citigroup Global Markets INC.Broker
November 2000 - October 2006 · 5 yrs 11 mos
Nori, Hennion, Walsh, INC.Broker
July 1996 - December 2000 · 4 yrs 5 mos
State Registrations15 states
CAFLILKSMAMDNHNJNVNYPARISCTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Kotarski - Financial Advisor | TrueAdvisor