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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-02
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2021 → 01/2024
    Rutkowski Law Firm
    Bloomfield Hills, MI
  • 02/2021 → 01/2024
    Rutkowski Financial
    Bloomfield Hills, MI
  • 07/2020 → 02/2021
    Modernistic
    Troy, MI
  • 08/2019 → 09/2020
    Harman
    Novi, MI
  • 03/2011 → 08/2019
    Gkn
    Auburn Hills, MI
  • 02/2022 → 01/2024
    Fort Wayne, IN
  • 02/2024 → 01/2025
    Troy, MI
  • 01/2026 → Present
    Fort Washington, PA
  • 02/2025 → Present
    Walsh College
    Troy, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Other Names
  • Wally Alan Rutkowski
  • Wallace Alan Rutkowski

View on SEC IAPD

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