MW
CFP
MW
CFP

Michael Wojtek

23 Years of Experience
Oklahoma City, OK
Broker

Michael Wojtek is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3121 Quail Springs Pkwy, Ste 110, Oklahoma City, OK, 73134

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2020 - Present · 6 yrs 7 mos
Raymond James & Associates, INC.
February 2020 - Present · 6 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - February 2020 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - February 2020 · 7 yrs
Raymond James Financial Services Advisors, INC
January 2009 - February 2013 · 4 yrs 1 mo
Raymond James Financial Services
April 2005 - January 2009 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2003 - February 2013 · 9 yrs 11 mos
State Registrations22 states
CACOFLGAIAILKSMAMDMOMTNCNENHOHOKORSCTXUTVAWA
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.