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Michael D Wallen

Mainstay Capital Management, LLC

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About Michael D Wallen

Michael Wallen is a registered investment advisor representative with Mainstay Capital Management, LLC. Michael has been in the industry since 2004 and has held previous positions at Charles Schwab & Co., Inc., Countrywide Investment Services, Inc., and Edward Jones. Michael has passed the Series 63, Series 66 and Series 7 exams. He is a Certified Financial Planner. Michael specializes in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Michael Wallen 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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Michael Wallen’s Registration & Firm History

MI

08/08/2011 - Present

Mainstay Capital Management, LLC (TROY MI)

MI

08/31/2007 - 04/25/2011

CHARLES SCHWAB & CO., INC. (TROY MI)

MI

08/07/2006 - 08/15/2007

COUNTRYWIDE INVESTMENT SERVICES, INC. (NORTHVILLE MI)

MI

06/15/2004 - 08/09/2006

EDWARD JONES (COMMERCE TOWNSHIP MI)

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Licenses & Designations

BOTH

Issued 04/13/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael D Wallen.
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