Matt Janicki

Matt Janicki

Wealth Management Advisor

Matt's interest in investing started early in life. With the help of his father, he bought his first stock at age 13. By age 19, he was investing in mutual funds on his own.

Matt's been asked many times why he chose financial services as a profession. He says it boils down to two basic reasons: one, he enjoys helping people pursue their goals—Matt finds it rewarding to work with clients to develop strategies that help solve their individual problems—and two, his favorite subject throughout school was math.

Matt also found that he enjoyed reviewing investment options and crunching numbers, so it just felt natural for him to pass on that knowledge to his clients and help people pursue their financial goals.

Matt's been in business for himself for more than 13 years and has been helping clients manage their own individual financial problems for the past six years. He has also furthered his knowledge by attending Western Michigan University.

His licenses and registrations include:

  • FINRA Series 6 registration (Investment Company/Variable Products)
  • FINRA Series 7 registration (General Securities Representative)
  • FINRA Series 63 registration (Uniform Investment Advisor's Law Examination)
  • FINRA Series 66 registration (Uniform Combined State Law Examination)