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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
40950 Woodward Ave. Ste. 130, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutkowski Law Firm | Bloomfield Hills | MI | 02/2021 | 01/2024 |
| Rutkowski Financial | Bloomfield Hills | MI | 02/2021 | 01/2024 |
| Modernistic | Troy | MI | 07/2020 | 02/2021 |
| Harman | Novi | MI | 08/2019 | 09/2020 |
| Gkn | Auburn Hills | MI | 03/2011 | 08/2019 |
| Maripau Wealth Management, Llc | Fort Wayne | IN | 02/2022 | 01/2024 |
| Ameriprise Financial Services, Llc | Troy | MI | 02/2024 | 01/2025 |
| Lincoln Investment | Fort Washington | PA | 01/2026 | Present |
| Walsh College | Troy | MI | 02/2025 | Present |
Walsh College Foundation Position: Investment Committee Member Nature: College Foundation Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 5/1/2025 Address: 3838 Livernois Road Troy, MI 48083 Description: Indirectly assist board and President with investment decisions for the organization. Morgan Stanley is listed as the FP on the endowment but all decisions are made equally for the organization via a yes/no committee vote. Walsh College Position: CFO Nature: College Investment Related: No Hours: 160 Securities Trading Hours: 5 Start Date: 2/1/2025 Address: 3838 Livernoid Road Troy, MI 48083 Description: Oversee accounting, manage audits, monitor cash flow Rutkowski Financial LLC Position: Partner Nature: Tax & Accounting Purposes, Marketing Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 9/11/2025 Address: 40950 Woodward Ave, Suite 130 Bloomfield Hills, MI 48304 Description: DBA for Lincoln business. Legal services for Michael.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-20 |
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