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Michael Charles Stalker

MCS Family Wealth Advisors

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About Michael Charles Stalker

Michael Charles Stalker is a financial advisor at MCS Family Wealth Advisors. Michael has been a registered investment advisor since 1999 and has over 30 years of experience in the financial services industry. Michael specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and small businesses. He is also an expert in family business and family wealth counseling. Michael is a Chartered Financial Analyst (CFA) and holds the Series 7, 16, 24, 53, and 63 licenses.

Firm Information

Michael Stalker is currently registered with MCS Family Wealth Advisors. MCS Family Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Their services include family business and family wealth counseling, expert witness services, and financial planning. MCS Family Wealth Advisors manages approximately $157 million in assets for 213 clients.

$157.48M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family business and family wealth counseling, expert witness

Family business and family wealth counseling, expert witness

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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percentage of assets

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

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Michael Stalker’s Registration & Firm History

OR

04/07/2005 - Present

MCS Family Wealth Advisors (Bend OR)

NA

11/07/1989 - 07/23/1991

TITAN/VALUE EQUITIES GROUP, INC.

NA

09/29/1989 - 11/07/1989

VALUE EQUITIES CORPORATION

NA

09/30/1989 - 09/30/1989

ADVEST, INC.

NA

07/20/1983 - 09/30/1989

NEWHARD, COOK & CO. INCORPORATED

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Licenses & Designations

BC

Issued 11/04/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/24/1990

Series 24 - General Securities Principal Examination

BC

Issued 11/19/1988

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Charles Stalker.
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