AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MK

Michael J. Kwiatkowski

WHTG WEALTH MANAGEMENT
LANDENBERG, PA
Some features on this profile are disabled
CRD#: 4321194
MK

Professional summary

Michael Jeffrey Kwiatkowski, who also goes by Michael J Kwiatkowski, Michael Jeffery Kwiatkowski, is a registered financial advisor currently at WHTG WEALTH MANAGEMENT, LLC located in Landenberg, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael J Kwiatkowski | Michael Jeffery Kwiatkowski

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeffrey Kwiatkowski'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®
None

Experience

Current

September 19, 2025 - Present

WHTG WEALTH MANAGEMENT, LLC

RIA
CRD#: 338295
LANDENBERG, PA
Past

July 19, 2002 - March 3, 2004

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NEWARK, DE
Past

December 21, 2001 - March 3, 2004

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

January 23, 2001 - September 26, 2001

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

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
Delaware
(10/16/2025)
IAR
Pennsylvania
(9/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/30/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/26/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/22/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WW
WHTG WEALTH MANAGEMENT, LLC
WHTG WEALTH MANAGEMENT, LLC

CRD#: 338295 / SEC#:

Delaware
Registered Investment Advisory firm - (10/15/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (9/19/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Landenberg, PA
Mailing Address
Phone number
(302) 463-1693
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

WHTG WEALTH MANAGEMENT, LLC

CRD#: 338295Landenberg, PA

TRUST BUT VERIFY

Monitor Michael Kwiatkowski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.