RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
7yrs
Based in Milwaukee, Wisconsin, Michael Warecki is a fiduciary financial advisor with 7 years of industry experience. Michael has been with Heartland Advisors since 2020. Heartland Advisors offers investment management and is paid through a percentage of assets.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office790 N Water Street Suite 1200, Milwaukee, WI 53202
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.36 million
Advisors at the firm14
States licensed ?1 state
Services through Heartland Advisors
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowHeartland Advisors, Inc.Current firm
Contact Michael
(414) 347-7777Heartland Advisors main office 790 N Water Street Suite 1200Milwaukee, WI 53202Office · Get directions Instagram pageHeartland Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Heartland Advisors at (414) 347-7777 and ask for Michael Warecki. Michael works from the Milwaukee, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Heartland Advisors reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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