Matthew J Mikolajewski

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial, Llc
  San Diego, CA
• 05/2015 → 01/2019
  Independent Financial Partners
  San Diego, CA
• 01/2019 → Present
  Independent Advisor Alliance, Llc
  San Diego, CA

Previous Registrations

• 2015-05-04 → 2019-01-04
  Independent Financial Partners
  San Diego, CA
  San Diego, CA
• 2011-07-05 → 2015-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
  Solana Beach, CA
  Rancho Santa Fe, CA

Other Businesses

1. 10/18/2015: John Hancock and Principal National Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/01/2015 - 5 Hours Per Month/0 Hours During Securities Trading. 2. 7/11/2017: MINER FINANCIAL & INSURANCE - Investment Related - 11231 Gold Express Drive, Suite 104, Gold River, CA 95670 - Non-Variable Insurance - Started 06/27/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Selling Life, Employee Benefit, and commercial insured. 3. 1/17/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/04/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 1/16/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/17/2019 - Independent Advisor Alliance - DBA: (Hybrid) Matt Mikolajewski Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/04/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 1/16/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 12/29/2021 - Matt Mikolajewski Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/02/2019 - 50 Hours Per Month/30 Hours During Securities Trading. 6. 01/03/2022 - Matt Mikolajewski Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/22/2021 - 50 Hours Per Month/30 Hours During Securities Trading. 7. 2/7/2023 - Lincoln Financial Group, Inc. - Investment Related - 777 Research Drive Lincoln, NE 68521 - Non-Variable Insurance - Agent - Start Date - 01/03/2022 - 3 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-01
• S65 Uniform Investment Adviser Law Examination
  1996-06-10
• S63 Uniform Securities Agent State Law Examination
  1996-06-06

Designations

Other Names

• Matthew Joseph Mikolajowski
• Matthew Joseph Mikolajewski