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Michael Markiewicz

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,510 clients
Average Client Portfolio
$107K average
Assets Under Management
$161.4M

Fee Structure

Minimum Investment:$250K
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Location

4882 Waterhaven Dr., Noblesville, IN, 46062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is the owner/partner of Markiewicz Financial LLC, selling life insurance and fixed/indexed annuities, dedicating full-time hours. He is also an Investment Adviser Representative for RWM Capital, LLC and Foundations Investment Advisors, LLC, spending about half of his time at each.

Employment History
Current Registrations
Rwm Capital, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2017 - January 2025 · 7 yrs 6 mos
Lincoln Investment
September 2015 - September 2016 · 1 yr
Lincoln InvestmentBroker
September 2015 - September 2016 · 1 yr
Primerica Advisors
June 2014 - September 2015 · 1 yr 3 mos
PFS Investments INC.Broker
June 2013 - September 2015 · 2 yrs 3 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.