# Philip Michalek

> Philip Michalek is a fee-only financial advisor at PDM Investment Services in Lake Orion, Michigan. PDM Investment Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-michalek/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PDM Investment Services
- **Based in:** Lake Orion, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $33M across 48 accounts
- **CRD:** 5854918 (https://adviserinfo.sec.gov/individual/summary/5854918)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Philip Michalek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and PDM Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, PDM Investment Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Philip Michalek based?

Philip Michalek is based in Lake Orion, Michigan.

### Is Philip Michalek registered with the SEC?

Yes. Philip Michalek is registered as an investment adviser representative in MI (CRD 5854918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PDM Investment Services manage?

PDM Investment Services reports $33M across 48 accounts in assets under management.

### How do I contact Philip Michalek?

Contact details aren't on file yet. Search for PDM Investment Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5854918): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.