Michael Wesolowski
Liberty Financial Group · Elm Grove, Wisconsin
Michael Wesolowski is a fee-only financial advisor at Liberty Financial Group in Elm Grove, Wisconsin. Liberty Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Liberty Financial Group |
|---|---|
| Based in | Elm Grove, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $194.3M across 766 accounts |
| SEC registration | Investment adviser representative in FL, WI · CRD 7039748 |
| Exams passed | Series 65 (2025) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.libertyfinancialgroup.com |
How Michael's firm compares
- Liberty Financial Group's average account is about $254,000, from its Form ADV (assets managed divided by 766 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Wesolowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Liberty Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Liberty Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Wesolowski based?
Michael Wesolowski is based in Elm Grove, Wisconsin.
Is Michael Wesolowski registered with the SEC?
Yes. Michael Wesolowski is registered as an investment adviser representative in FL and WI (CRD 7039748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liberty Financial Group manage?
Liberty Financial Group reports $194.3M across 766 accounts in assets under management.
How do I contact Michael Wesolowski?
Through Michael's website, www.libertyfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.