Michael Francis Wesolowski

Employer firm

Liberty Financial Group, Inc. CRD 111272

$194M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2018 → 02/2019
  Raymond James Financial Services, Inc.
  Lake Geneva, WI
• 10/2018 → 11/2018
  Raymond James Financial Services, Inc.
  Lake Geneva, WI
• 10/2017 → 09/2018
  Intertots Trilingual School
  Na Mueang Chachoengsao
• 05/2013 → 09/2017
  Wat Donthong School
  Na Mueang Chachoengsao
• 02/2019 → 04/2019
  Raymond James Financial Services, Inc.
  Lake Geneva, WI
• 02/2019 → 04/2019
  Raymond James Financial Services Advisors Inc.
  Lake Geneva, WI
• 01/2020 → Present
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 04/2019 → 12/2019
  Student Of Cfa Institute
  Delavan, WI
• 02/2025 → Present
  Liberty Financial Group, Inc.
  Elm Grove, WI

Previous Registrations

• 2020-01-27 → 2021-03-01
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 2019-02-08 → 2019-04-10
  Raymond James Financial Services Advisors, Inc
  Lake Geneva, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-15
• S66 Uniform Combined State Law Examination
  2019-02-05

Other Names

• Mike Wesolowski