Stanley Sakalowski, financial advisor Hartland WI

Stanley Sakalowski

CRD Number: 4485412
Current Firm: Belpointe Asset Management LLC

Stanley Sakalowski (CRD# 4485412) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Hartland, WI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
D.h. Hill Securities, Lllp Kingwood, TX Nov 2023 - Current < 1
Belpointe Asset Management, LLC Reno, NV Oct 2023 - Current < 1
Osaic Wealth, Inc. Brookfield, WI Nov 2018 - Oct 2023 4
Sii Brookfield, WI Jan 2018 - Nov 2018 < 1
Mml Investors Services, LLC Milwaukee, WI Mar 2017 - Jan 2018 < 1
Metropolitan Life Ins Co And Metlife Securities Inc. Chicago, IL Dec 2001 - Jan 2018 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stanley A. Sakalowski
Phone Number: 2036293300
Firm Website: http://www.belpointe.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,300
    MILLIONS
  • Total Number of Accounts
    22,446
    ACCOUNTS
  • Average Account Value
    $191,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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