Neil Edward Witkowski
Professional Summary
Neil Edward Witkowski is a registered financial advisor currently at ISADORE PRIVATE WEALTH, LLC located in Traverse City, Michigan and ISADORE RETIREMENT GROUP, LLC located in Traverse City, Michigan. Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Neil has worked at 4 firms and has passed the Series 63, Series 66, Series 7 and Series 31 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
ISADORE PRIVATE WEALTH, LLC
Contact Information
Main Address
13561 S. West Bay Shore Dr. Suite 200, Traverse City, MI 49684Phone Number
(231) 922-9905# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$11,638,370Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Neil Edward Witkowski's CRS (Customer Relationship Summary).
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