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MG

Michael R. Glatkowski

MADISON INVESTMENT ADVISORS
MADISON, WI 53711
Some features on this profile are disabled
CRD#: 3136620
MG

Professional summary

Michael Ryan Glatkowski, CIMA®, who also goes by Mike Glatkowski, is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC located in Madison, Wisconsin and MFD DISTRIBUTOR, LLC located in Madison, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Glatkowski

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 registered representative is employed by member's affiliated investment advisory firm, Madison Investment Holdings, Inc., 550 Science Drive, Madison, WI 53711 and provides services to its affiliated investment adviser firms, including, Madison Investment Advisors, LLC and Madison Asset Management, LLC. See Item 12 for information regarding start date and position held. Approximately 155-165 hours per month are devoted to these activities and are generally held during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ryan Glatkowski's CRS (Customer Relationship Summary).
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®
CIMA®

Certified Investment Management Analyst

Experience

Current

February 1, 2019 - Present

MADISON INVESTMENT ADVISORS, LLC

Office #1: 550 Science Drive, Madison, WI 53711
RIA
CRD#: 110297
MADISON, WI
Current

January 5, 2017 - Present

MFD DISTRIBUTOR, LLC

Office #1: 550 Science Drive, Madison, WI 53711
BD
CRD#: 44930
MADISON, WI
Past

July 13, 2012 - September 15, 2016

ARTISAN PARTNERS DISTRIBUTORS LLC

BD
CRD#: 45446
MILWAUKEE, WI
Past

March 3, 2008 - June 27, 2012

SENTINEL FINANCIAL SERVICES COMPANY

BD
CRD#: 31175
MONTPELIER, VT
Past

August 1, 2007 - February 19, 2008

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
MILWAUKEE, WI
Past

August 21, 2006 - February 15, 2008

HEARTLAND ADVISORS, INC.

RIA
CRD#: 29433
MILWAUKEE, WI
Past

August 16, 2006 - July 31, 2007

HEARTLAND INVESTOR SERVICES, LLC

BD
CRD#: 29693
MILWAUKEE, WI
Past

April 11, 2005 - August 22, 2005

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
CHARLOTTE, NC
Past

January 1, 2005 - August 22, 2005

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
MENOMONEE FALLS, WI
Past

May 8, 2002 - January 1, 2005

STRONG CAPITAL MANAGEMENT INC

RIA
CRD#: 106638
MENOMONEE FALLS, WI
Past

January 29, 1999 - April 11, 2005

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

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".
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA
Registered Investment Advisory firm - (8/29/1996 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Illinois
(3/4/2019)
IAR
Indiana
(3/4/2019)
IAR
Iowa
(3/4/2019)
IAR
Michigan
(3/4/2019)
IAR
Minnesota
(3/4/2019)
IAR
Missouri
(3/4/2019)
IAR
Ohio
(3/4/2019)
RR
Wisconsin
(1/5/2017)
IAR
Wisconsin
(2/1/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2018
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/4/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/27/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/28/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA
Registered Investment Advisory firm - (8/29/1996 Approved)
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Contact information

Main Address
550 Science Drive, Madison, WI 53711
Mailing Address
Phone number
(608) 274-0300
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MIA MAS DISCLOSURE BROCHURE WITH SMC (3/28/2025)
MIA GENERAL DISCLOSURE BROCHURE WITH SMC (3/28/2025)

Regulatory assets under management

Total Number of Accounts15,949
AUM (Assets Under Management)$ 13,346,155,459

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MADISON INVESTMENT ADVISORS, LLC

CRD#: 110297Madison, WI 53711

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