Michael Francis Wesolowski
Investment adviser representative at Liberty Financial Group, Inc.
13 yearsExperience
1 stateRegistered in
$194.3MFirm assets
4 yearsFirm in business
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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
Experience
13 years in the industry.
- Liberty Financial Group, Inc.Feb 2025 to now
- Voyager Capital Management, LLCJan 2020 to now
- Student of Cfa InstituteApr 2019 to Dec 2019
- Raymond James Financial Services Advisors Inc.Feb 2019 to Apr 2019
- Raymond James Financial Services, Inc.Oct 2018 to Apr 2019
- Intertots Trilingual SchoolOct 2017 to Sep 2018
- Wat Donthong SchoolMay 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Liberty Financial Group, Inc.
$194.3MAssets managed
238Clients
2Advisers
4 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
- 7039748
- Firm CRD
- 111272