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Matthew Nicholas Hudak

Cocreate Financial

Bozeman, MT

CRD 6206300

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Employer firm

Cocreate Financial CRD 299648

$37.7M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • ASSET ALLOCATION SERVICES & ADVISORY CONSULTING & FAMILY OFFICE AND WEALTH PLANNING

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

Current Employers
Cocreate Financial

1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-19
MT RA APPROVED 2019-01-02
  • TX RA
    APPROVED_RES
    Since 2024-02-19
  • MT RA
    APPROVED
    Since 2019-01-02

Branch Locations

1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Bozeman MT 08/2013 08/2018
Raymond James Financial Services Advisors Inc. Bozeman MT 11/2013 08/2018
Hudak & Associates, Inc. Bozeman MT 11/2013 09/2018
Regal Financial Bozeman MT 09/2018 01/2019
Cocreate Financial Bozeman MT 09/2018 Present
Cocreate Financial Bozeman MT 12/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-14
  • S66 Uniform Combined State Law Examination
    2013-11-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.

Nearby Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

More in Bozeman, MT

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