Michael
Mcardle

Galecki Financial Management Inc

CRD#2879523
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Michael Mcardle is a certified financial planner operating in Fort Wayne, Indiana who has 16 years of relevant experience. Mcardle works at Galecki Financial Management Inc. They have worked at Galecki Financial Management Inc for the entirety of their career. Mcardle maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Indiana. Galecki Financial Management Inc is a registered investment company that has its headquarters in Fort Wayne, IN. It controls $563 million in assets under management among its 1,977 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,977 client accounts, 100% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Galecki Financial Management Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7743 West Jefferson Blvd
Fort Wayne, IN 46804

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Galecki Financial Management Inc Brokerage Details

Total Assets Under Management

$563,039,602

IN Average: $1,347,246,178
Total Number of Employees

17

IN Average: 46
Total Number of Accounts

1,977

IN Average: 1,775
Average Account Size

$284,795

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Michael Mcardle Work History

Michael has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Galecki Financial Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Mcardle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Galecki Financial Management Inc

Andrew Young
Fort Wayne, IN
Chloe Blythe
Fort Wayne, IN
Michael Mcardle
Fort Wayne, IN
Kevin Chandler
Fort Wayne, IN
Melanie Colwell
Fort Wayne, IN
Albert Kohout
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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