Michael John Nedreski

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL 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

• 03/1996 → Present
  Nedreski Wealth Management
  Erie, PA
• 12/2015 → Present
  Lpl Financial, Llc
  Erie, PA
• 12/2015 → Present
  Gladstone Wealth Partners
  Erie, PA

Previous Registrations

• 2013-08-13 → 2015-12-14
  Cambridge Investment Research Advisors, Inc.
  Erie, PA
• 2013-01-14 → 2013-09-12
  Lawing Financial Inc
  Erie, PA
  Overland Park, KS
• 2008-08-01 → 2013-04-01
  Cambridge Investment Research Advisors, Inc.
  Erie, PA
• 2005-01-19 → 2008-08-04
  Investors Capital Corp.
  Erie, PA
  Bridgeville, PA
  Lynnfield, MA
  Corry, PA
  Lynnfield, MA
  Greenville, SC
• 2001-07-23 → 2004-12-31
  Eastern Point Advisors Inc.
  Corry, PA

Other Businesses

1. 12/04/2015 - Michael J Nedreski/ Non-Variable Insurance/ 10%/ ERIE, PA 2. 12/9/2015 - Gladstone Institutional Advisory LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 20 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%. 3. 04/21/2016 - Nedreski Development Company, LLC; Business Entity For Tax/Investment Purposes Only; NOT INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 03/01/2015; NO TIME SPENT. 4. 1/23/2017 - White Oak Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 05/20/17 - 120 Hours Per Month/5 Hours During Securities Trading. 5. 12/2015 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) White Oak Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 6. 12/2015 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-14
• S63 Uniform Securities Agent State Law Examination
  1997-08-26

Other Names

• Mike Nedreski