Matthew Craig Stojkov
Investment adviser representative at Ep Wealth Advisors
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Ep Wealth Advisors, LLC.Dec 2024 to now
- Executive Wealth Management, LLCApr 2023 to Dec 2024
- Great Lakes Wealth, LLCSep 2021 to Apr 2023
- Woodbury Financial Services, Inc.Mar 2018 to Aug 2021
- Platinum Wealth Management GroupFeb 2018 to Aug 2021
- Simplified Tax SolutionsFeb 2018 to Aug 2021
- Producers Choice NetworkJun 2017 to Feb 2018
- StudentAug 1999 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6812515
- Firm CRD
- 111147