MM
CFP
MM
CFP

Matthew Mikel

Falcon Heights, MN

Matthew Mikel is a CFP-designated registered investment advisor at Jak Financial Solutions LLC, based in Falcon Heights, MN. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
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

1781 Prior Avenue North, Falcon Heights, MN, 55113

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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

Matthew is an accountant and Partner with John A. Knutson & Co., PLLP.

Employment History
Current Registrations
Jak Financial Solutions LLC
May 2025 - Present · 1 yr
State Registrations1 state
MN
Advisor

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.