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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Matt joined UBS Financial Services in 2003. With over 18 years in the financial services industry, he has developed long-lasting relationships during volatile markets. Matt works primarily with individuals and small business owners, providing financial planning and wealth management. He has earned the title of Senior Retirement Plan Consultant and offers retirement plan consulting services to companies both large and small. Matt has also earned the Accredited Asset Management (AAMS®) designation and is a Chartered Retirement Plan Specialist (CRPS®).
Active with the Boys and Girls club of Central MN, Matt currently serves as a member of the Board of Directors and Executive Committee. As the chair of the Resource Development Committee, he has had a vital role in overseeing the club's successful expansion.
Matt is also very active with the United Way of Central where he currently chairs the Financial Stability Advisory Board and serves as a member of the Board of Directors. He is a past Finance and Executive Committee member of the United Arts, which support Central MN Arts and is currently a board member for the St Cloud Blue Sox baseball.
He enjoys cycling, golf, tennis and skiing. He and his wife Jessica reside in St. Cloud with their sons Jackson, Derek and Ryan.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Matthew Nikodym, AAMS, CRPS is also part of:
Karl Nikodym Wealth Management Group
Lets connect
Matt joined UBS Financial Services in 2003. With over 18 years in the financial services industry, he has developed long-lasting relationships during volatile markets. Matt works primarily with individuals and small business owners, providing financial planning and wealth management. He has earned the title of Senior Retirement Plan Consultant and offers retirement plan consulting services to companies both large and small. Matt has also earned the Accredited Asset Management (AAMS®) designation and is a Chartered Retirement Plan Specialist (CRPS®).
Active with the Boys and Girls club of Central MN, Matt currently serves as a member of the Board of Directors and Executive Committee. As the chair of the Resource Development Committee, he has had a vital role in overseeing the club's successful expansion.
Matt is also very active with the United Way of Central where he currently chairs the Financial Stability Advisory Board and serves as a member of the Board of Directors. He is a past Finance and Executive Committee member of the United Arts, which support Central MN Arts and is currently a board member for the St Cloud Blue Sox baseball.
He enjoys cycling, golf, tennis and skiing. He and his wife Jessica reside in St. Cloud with their sons Jackson, Derek and Ryan.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Matthew Nikodym, AAMS, CRPS is also part of:
Karl Nikodym Wealth Management Group
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
