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David Paul Kudla

Mainstay Capital Management, LLC

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About David Paul Kudla

David Kudla is a registered investment advisor representative with Mainstay Capital Management, LLC. David has been in the financial services industry since 2001. David holds the Series 65 license and has been registered with the state of Florida since May 2010 and the state of Michigan since April 2010. Mainstay Capital Management is a financial advisory firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, and banking or thrift institutions. The firm's main office is located in Grand Blanc, Michigan.

Firm Information

David Kudla is currently registered with Mainstay Capital Management, LLC. Mainstay Capital Management, LLC is an investment advisor based in Grand Blanc, MI. The firm offers financial planning and portfolio management services for individuals and businesses, as well as educational seminars. Mainstay Capital manages approximately $4.2 billion in assets for 3,445 clients.
Mainstay Capital Management, LLC

10775 SOUTH SAGINAW

GRAND BLANC, MI 48439

$4.17B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kudla’s Registration & Firm History

FL

04/06/2010 - Present

Mainstay Capital Management, LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 02/28/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Paul Kudla.
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