RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Francis Wesolowski
- Title
- Associate Advisor/Development Educatorreportedlfgwi.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Liberty Financial Group, Inc. independent RIA currentsince Sep 15, 2025 · Elm Grove, Wi
- Voyager Capital Management, LLC formerJan 27, 2020 to Mar 1, 2021 · Lake Geneva, Wi
- Raymond James Financial Services Advisors, Inc BD affiliatedFeb 8, 2019 to Apr 10, 2019 · Lake Geneva, Wi
- Voyager Capital Management, LLC to Liberty Financial Group, Inc.left Mar 1, 2021, registered Sep 15, 2025 (1659 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Voyager Capital Management, LLCleft Apr 10, 2019, registered Jan 27, 2020 (292 days) · Affiliated broker-dealer or bank to independent RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address