Robert Allen Wojcik

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2017
  Investment Professionals
  San Antonio, TX
• 10/2017 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2017 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2013-01-15 → 2017-10-23
  Investment Professionals, Inc.
  San Antonio, TX
  Ridgeland, MS
  Little Rock, AR
• 2010-07-13 → 2013-02-13
  Concourse Financial Group Securities, Inc.
  Jackson, MS
  Jackson, MS
  Birmingham, AL
• 2005-09-15 → 2010-05-28
  Uvest Financial Services Group, Inc.
  Jackson, MS
  Chicago, IL
  Brookhaven, MS
• 2003-08-01 → 2005-07-06
  Ameriprise Financial Services, Llc
  Brookhaven, MS

Other Businesses

1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2 FINRA ARBITRATOR - POSITION: INDUSTRY ARBITRATOR; NATURE: ARBITRATION; INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 1 START DATE: 10/01/2003; ADDRESS: 1080 RIVER OAKS DR., SUITE A280, JACKSON MS 39232; DESCRIPTION: SIT ON ARBITRATION PANELS AND HEAR DISPUTES AND DECIDE ON CASES AFTER HEARING EVIDENCE. 3. SOCCER REFEREE: NON-INVESTMENT RELATED. 8-10 HOURS PER WEEK. 4. CENTRAL MS SOCCER OFFICIALS ASSOCIATION: NON-INVESTMENT RELATED. 3-5 HOURS PER WEEK. 5. General agent - sale of Medicare supplements through NMO - Mutual of Omaha. Start date: 1/22/20, approx. 1-5 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-22
• S63 Uniform Securities Agent State Law Examination
  1991-10-21