Michael Sadowski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2018 → 07/2020
  Boy Scouts Of America, Northern New Jersey Council
  Oakland, NJ
• 05/2017 → 08/2017
  Rj Staffing
  Nanuet, NY
• 08/2020 → 12/2025
  Wells Fargo Advisors Financial Network, Llc
  Upper Saddle River, NJ
• 09/2016 → 04/2017
  State University Of New York College At Oneonta
  Oneonta, NY
• 09/2017 → 06/2018
  State University Of New York College At Oneonta
  Oneonta, NY
• 12/2025 → Present
  Lpl Financial
  Upper Saddle River, NJ

Previous Registrations

• 2025-04-30 → 2025-12-19
  Wells Fargo Advisors Financial Network, Llc
  Upper Saddle River, NJ

Other Businesses

1.11/2025 - Wilson Peak Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Investment related - 40 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA start date: 12/01/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-21

Designations

• Certified Financial Planner