Michael J. Cleary, Trustee · Oarsman Capital, Inc
Michael J. Cleary
CRD 1144519 · Named on Form ADV at one SEC-registered adviser
At a glance
Oarsman Capital, Inc, an SEC-registered wealth manager based in Milwaukee, WI with $1.2 billion in regulatory assets, lists Michael J. Cleary on its Form ADV as Michael J. Cleary, Trustee, a control person.
Firms and roles
- Oarsman Capital, IncMichael J. Cleary, TrusteeWealth manager · Milwaukee, WI · $1.2B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Robert W. PhelpsPresident, Oarsman Capital, Inc
- Benjamin J. KebbekusVice President, Oarsman Capital, Inc
- Derek J. PawlakVice President, Oarsman Capital, Inc
- Peter F. SchumacherShareholder, Oarsman Capital, Inc
- Jaclyn A. GruberShareholder, Oarsman Capital, Inc
2 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.