Michaeljohn Kudlik

Employer firm

Roi Capital Management CRD 329424

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2016 → 04/2017
  Wilson-Davis & Co. Inc.
  Salt Lake City, UT
• 02/2020 → 08/2021
  Digital Offering Llc
  Laguna Beach, CA
• 04/2017 → 02/2018
  Unemployed (Sickness)
  Salt Lake City, UT
• 10/2021 → 06/2023
  Emerson Equity Llc
  San Mateo, CA
• 11/2021 → Present
  Southern Star Storage
  Houston, TX
• 11/1989 → Present
  Equity Real Estate-Advantage
  Sandy, UT
• 10/2018 → Present
  Financial Service Group, Llc
  Saint George, UT
• 02/2018 → 12/2019
  Richfield Orion International
  Salt Lake City, UT
• 11/2025 → Present
  Roi Capital Management
  St. George, UT

Previous Registrations

• 2009-12-14 → 2012-08-13
  Cambria Capital, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
• 2002-05-23 → 2003-01-24
  New York Life Investment Management Llc
  Parsippany, NJ

Other Businesses

1 - Financial Service Group / investment related / 180 N. Main Street, Suite 1806 St. George, UT 84771 / provide consulting services to law firms, due diligence firms, family offices et al / Principal / start date October 2018 / 10-15 hours per month / 1 hour per day 2 - REAL ESTATE-ADVANTAGE, INVESTMENT RELATED-1218 EAST 7800 SOUTH STE 150, SANDY UT 84094, BUYING AND SELLING OF RESIDENTIAL PROPERTIES, SALES AGENT, BUYING AND SELLING FAMILY RESIDENTIAL PROPERTIES FOR FAMILY MEMBERS, LESS THAN 1 HOUR AND ZERO DURING SECURITIES TRADING HOURS, 11/1989 3 - ROI Capital Management / investment related / 393 E RIVERSIDE DR BLDG 1 STE 203 St. George, UT 84094 / investment advisor / principal / December 2023 / 10 hours per month / <1 hour during market hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1992-05-11

Designations

• Certified Financial Planner

Other Names

• Michaeljohn Kudlik
• Michael John Kudlik