Michael James Petyak

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 07/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2013 → 07/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2017 → Present
  Calton & Associates, Inc
  Canton, MS
• 07/2017 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2014-10-03 → 2017-07-14
  Cambridge Investment Research Advisors, Inc.
  Ridgeland, MS
• 2009-03-17 → 2013-08-20
  Lpl Financial Llc
  Jackson, MS
• 2008-09-26 → 2009-01-09
  Valic Financial Advisors, Inc.
  Ridgeland, MS

Other Businesses

1) Oakmont Financial Partners ,DBA for Advisory Services Network, LLC. Investment related, Canton, MS 39046. Start Date: 08/2021. Hours per month: 200. Hours per month during Securities trading hours: 150. Duties/Responsibilities: 2) Name of Business: Insurance Business. Non-Investment related. Address: Canton, MS 39046. Nature of Business: Insurance. Position/Title/Relationship: Agent. Start Date: 07/2017. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Insurance. 3) Name of Business: USPA Referee. Non-Investment related. Address: 30 Waterworks Way, Irvine, CA 92618. Nature of Business: Judging at powerlift meets. Position/Title/Relationship: Judge. Start Date: 03/2019. Hours per month: 2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Judge lifts during powerlifting meets which primarily fall on Saturdays and Sundays. 4) Advisory Services Network, LLC. Investment related; 900 Ashwood Parkway, Suite 500 Atlanta GA, 30338. Nature of business: RIA. Title: Advisor Start Date: 10/03/2017. Hour per month: 150 hours. Duties: RIA 5) Petyak Wealth Management, LLC: not investment related. Nature of business: service company for advisory business. Title: Managing Member Start Date: 5/17/2023. Hour per month: 20 hours, 7 hours during trading hours. Duties: financial advisor. 6) Gluckstadt Madison Business Alliance. Non-investment related. Address: 405 Fontaine Place, Suite 101, Ridgeland, MS 39157. Nature of business: Gluckstadt Chamber of Commerce. Title: Officer Start Date: 03/01/2024. Hour per month: 3, Number of hours during securities trading hours: 3. Duties: Vice President of the Board of Directors. 7) The Soldier Fund. Non-investment related. Address: 173 Buckhead Drive Madison, MS 39110. Nature of business: 501(c)(3). Title: Officer. Start Date: 05/01/2024. Hour per month: 1, Number of hours during securities trading hours: 0. Duties: Secretary of the Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-04
• S63 Uniform Securities Agent State Law Examination
  2002-05-01

Other Names

• Michael J Petyak