Michael Rowley (CRD# 7473855) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has 1 year of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5354977
Madison Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Janesville, WI | Jun 2023 - Current | < 1 |
| Johnson Financial Group | Janesville, WI | Jun 2023 - Current | < 1 |
| Retirement Income Strategies | Evansville, WI | Dec 2022 - Jun 2023 | < 1 |
| University Of Wisconsin-whitewater | Whitewater, WI | Sep 2022 - May 2023 | < 1 |
| Unemployed | Janesville, WI | Aug 2022 - Sep 2022 | < 1 |
| Wealthspire Advisors | Madison, WI | Jun 2022 - Jul 2022 | < 1 |
| University Of Wisconsin-whitewater | Whitewater, WI | Sep 2021 - May 2022 | < 1 |
| Subzero/wolf | Fitchburg, WI | Jun 2021 - Aug 2021 | < 1 |
| University Of Wisconsin-whitewater | Whitewater, WI | Sep 2020 - May 2021 | < 1 |
| Oak Ridge Golf Course | Milton, WI | Jun 2020 - Aug 2020 | < 1 |
| University Of Wisconsin-whitewater | Whitewater, WI | Jan 2020 - May 2020 | < 1 |
| Blackhawk Technical College | Milton, WI | Sep 2019 - Dec 2019 | < 1 |
| Gemplers, Inc. | Janesville, WI | Jun 2019 - Sep 2019 | < 1 |
| Milton High School | Milton, WI | Sep 2018 - Jun 2019 | < 1 |
| Gemplers, Inc. | Janesville, WI | Jun 2018 - Sep 2018 | < 1 |
| Milton High School | Milton, WI | Sep 2017 - Jun 2018 | < 1 |
| Unemployed | Janesville, WI | Jun 2017 - Sep 2017 | < 1 |
| Milton High School | Milton, WI | Sep 2016 - Jun 2017 | < 1 |
| Unemployed | Janesville, WI | Jun 2016 - Sep 2016 | < 1 |
| Milton High School | Milton, WI | Sep 2015 - Jun 2016 | < 1 |
| Unemployed | Janesville, WI | Jun 2015 - Sep 2015 | < 1 |
| Milton Middle School | Milton, WI | Sep 2014 - Jun 2015 | < 1 |
| Unemployed | Janesville, WI | Jun 2014 - Sep 2014 | < 1 |
| Milton Middle School | Milton, WI | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.