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Donald Joseph Whitton

Mainstay Capital Management, LLC

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About Donald Joseph Whitton

Donald Whitton is a financial advisor with Mainstay Capital Management, LLC. Donald has been in the financial industry since 1991 and has a broad range of experience. Donald is a Certified Financial Planner and is registered to provide investment advice in Michigan. Donald specializes in financial planning, portfolio management for individuals, and educational seminars. Mainstay Capital Management, LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses.

Firm Information

Donald Whitton 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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Donald Whitton’s Registration & Firm History

MI

10/18/2010 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

CT

08/28/1998 - 04/18/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MI

09/05/1995 - 09/18/1998

SEGER FINANCIAL, INC. (BIRMINGHAM MI)

MI

09/27/1994 - 08/16/1995

CCM FINANCIAL CORPORATION (TROY MI)

NA

01/30/1994 - 10/11/1994

EAST - WEST CAPITAL CORPORATION

MA

03/14/1991 - 01/18/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/14/1991 - 01/18/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/12/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Joseph Whitton.
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