Advisor at Wojick Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wojick Capital Management
Location
Zumbrota, MN
Credentials
CFP®, Series 66
Industry experience
9 years
Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.
Based on Wojick Capital Management
Full Financial Plan - $500; Portfolio Development and Design - $250
$0+: 1.00% annually (All other assets) $0+: 0.25% annually (Fixed income and interest bearing accounts)
Zumbrota, MN
Minnesota
Matthew Wojick, Sole Proprietor dba Wojick Capital Management
2023 - Present (3 years)
FBL Marketing Services, LLC
2023 - 2023 (1 year)
Farm Bureau Life
2023 - 2023 (1 year)
FBL Marketing Services, LLC
2020 - 2022 (2 years)
FBL Wealth Management, LLC
2020 - 2022 (2 years)
Edward Jones
2016 - 2019 (3 years)
Edward Jones
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Pine Island, MN
Optivise Advisory Services LLC
Series 66
Oronoco, MN
First Heartland Consultants, Inc.
CFP®, Series 63
Zumbrota, MN
Ameriprise
CFP®, Series 66
Zumbrota, MN
Ameriprise
Series 66
Zumbrota, MN
Ameriprise
Series 63, Series 65
Pine Island, MN
Ameriprise
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")