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Michael Ryan Glatkowski

Madison Investment Advisors, LLC

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About Michael Ryan Glatkowski

Michael Ryan Glatkowski is a registered representative associated with Madison Investment Advisors, LLC in Madison, WI. Michael has been in the securities industry since June 7, 2000. Michael is also associated with the firm's affiliated investment advisory firm, Madison Investment Holdings, Inc. and provides services to its affiliated investment adviser firms, including, Madison Investment Advisors, LLC and Madison Asset Management, LLC.

Firm Information

Michael Glatkowski is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Glatkowski’s Registration & Firm History

WI

02/01/2019 - Present

Madison Investment Advisors, LLC (MADISON WI)

WI

07/13/2012 - 09/15/2016

ARTISAN PARTNERS DISTRIBUTORS LLC (MILWAUKEE WI)

VT

03/03/2008 - 06/27/2012

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

WI

08/01/2007 - 02/19/2008

ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)

WI

08/16/2006 - 07/31/2007

HEARTLAND INVESTOR SERVICES, LLC (MILWAUKEE WI)

NC

04/11/2005 - 08/22/2005

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

WI

01/29/1999 - 04/11/2005

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 11/16/2018

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Ryan Glatkowski.
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