Michael Moleski
Michael Moleski is a registered investment advisor at Kestra Advisory Services, LLC, based in Grand Blanc, MI, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Grand Blanc, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Michael is an agent at Brass Ring Wealth Management and a partner at ELGA Investment & Insurance Services and ELGA Wealth Management, all investment advisory businesses, dedicating nearly full-time hours to each. He is also an Investment Advisor Representative at Kestra Advisory Services, LLC and an insurance agent at Ohlson Group, selling fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Intersecurities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
H&r Block Financial Advisors, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.