Matthew
Mikolajewski
Independent Advisor Alliance, LLC
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About this Advisor
Matthew Mikolajewski is a certified financial planner who works in College Grove, Tennessee who has 4 years of industry experience. Mikolajewski currently works for Independent Advisor Alliance, LLC. Mikolajewski has gained experience at Merrill Lynch, Pierce, Fenner And Smith Inc, Lpl Financial, LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Mikolajewski has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Nevada, Ohio and Tennessee. Independent Advisor Alliance, LLC is an advisory company that has its headquarters in Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It controls $10 billion in assets under management among its 47,432 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 91 charities and foundations. Of its 47,432 accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely vary depending on the financial services. However, fee types charged by Independent Advisor Alliance, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Mikolajewski Work History
Matthew has been registered as a financial advisor for 4 years.*
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Independent Financial Partners
Merrill Lynch, Pierce, Fenner And Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Mikolajewski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Advisor Alliance, LLC
El Dorado, AR
Sussex, WI
Charlotte, NC
Columbia, SC
Little Rock, AR
Rock Hill, SC
Salisbury, NC
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
