Michael B. Mcardle
GALECKI FINANCIAL MANAGEMENT
Fort Wayne, IN 46804
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CRD#: 2879523
Professional summary
Michael Brady Mcardle, CFP®, who also goes by Brady Mcardle, Michael Mcardle, Michael Brady Brady Mcardle, is a registered financial advisor currently at GALECKI FINANCIAL MANAGEMENT INC located in Fort Wayne, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 10, Series 9 and Series 24 exams.
Biography
Brady McArdle, CFP®, is a Financial Planner with Galecki Financial Management and serves on the firm’s investment committee. He works closely with clients to review and manage their portfolios and provide financial planning.
Brady earned his bachelor’s degree from the Purdue University School of Science in May 1996. Upon graduation, he joined Self Trading Securities, Inc., as a trading consultant. Brady joined Charles Schwab & Co. Inc. in 1999 as a registered representative in the Fishers, Indiana. regional office. He worked as a Platinum team member serving clients with household assets of more than $1 million. In 2000, Brady transferred to Schwab’s Fort Wayne office and began work as an Investment Specialist.
Schwab closed its Fort Wayne office in 2004, and Brady spent the next two years with two small Registered Investment Advisors and then as Supervising Principal and RIA Manager for Oberlin Financial Corp (now LPL). In May 2006, Brady launched McArdle Financial, LLC. which conducted financial planning and asset management services in a Fee- Only environment. In 2007 Brady joined Galecki Financial Management, bringing more than 15 years of diverse industry experience to the firm.
Brady has a blended family of 6 children with his wife Brigid and enjoys spending time with his family, playing golf, running, tennis and coaching tennis at Bishop Luers High School.
PROFESSIONAL HIGHLIGHTS
Financial Planning Certificate, Kaplan University, The School of Continuing and Professional Studies, 2006
Chief Compliance Officer
President for the Midwest Board of Directors for NAPFA (National Association of Professional Financial Advisors)
Board Member for the Fort Wayne Country Club
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Estate Planning
Insurance Planning
Employee and Employer Plan Ben...
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Brady Mcardle | Michael Mcardle | Michael Brady Brady Mcardle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brady Mcardle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
January 24, 2007 - Present
GALECKI FINANCIAL MANAGEMENT INC
Office #1: 7743 West Jefferson Blvd, Fort Wayne, IN 46804RIA
CRD#: 107218
Fort Wayne, IN
Past
May 9, 2006 - April 10, 2007
MCARDLE FINANCIAL, LLC
RIA
CRD#: 140310
FORT WAYNE, IN
Past
April 11, 2006 - January 22, 2007
NRP FINANCIAL, INC.
BD
CRD#: 103717
ROANOKE, VA
Past
June 15, 2005 - February 28, 2006
PILOT RETIREMENT SERVICES
RIA
CRD#: 134198
FT. WAYNE, IN
Past
March 8, 2005 - June 13, 2005
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
RIA
CRD#: 124281
FORT WAYNE, IN
Past
October 5, 2001 - August 18, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
FORT WAYNE, IN
Past
October 28, 1999 - August 18, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
April 14, 1999 - September 9, 1999
SELF TRADING SECURITIES, INC.
BD
CRD#: 38439
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(1/24/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7743 West Jefferson Blvd, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 436-8525
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,240 |
| AUM (Assets Under Management) | $ 767,645,040 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 02/20/2025 | ||
| 01/29/2024 | ||
| 12/22/2022 |
Red Flags
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