Michael Vincent Demski

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2026 → Present
  Modern Wealth Management, Llc
  Clearwater, FL
• 06/2015 → 04/2021
  River Street Advisors, Llc
  Aurora, IL
• 06/2015 → 04/2021
  Old Second National Bank
  Aurora, IL
• 04/2021 → Present
  Flaharty Asset Management, Llc
  Clearwater, FL
• 04/2021 → 05/2026
  Lpl Financial Llc
  Clearwater, FL
• 06/2026 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2015-11-05 → 2021-04-01
  River Street Advisors, Llc
  Aurora, IL

Other Businesses

1. Modern Wealth Management, Start Date: 06/01/2026, 311 Park Place Blvd., Ste. 150, Clearwater, FL 33759, LLC, Registered Investment Advisory, Lead Advisor and Investment Specialist, My duties include trading, servicing clients, and contributing to Investment discussions, Investment Related, 200 Hours per month, 8 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-05

Designations

• Chartered Financial Analyst