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Michael John Michalak

Eagle Strategies LLC

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About Michael John Michalak

Michael John Michalak is an investment advisor representative at Eagle Strategies LLC, a firm with a strong focus on financial planning and portfolio management for individuals and businesses. Michael is based in Grand Rapids, MI and has been active in the industry since 2001. Michael holds a Series 7, Series 6, and Series 66 securities licenses, along with the Series 63 license, demonstrating a commitment to a broad range of financial products and services. Michael specializes in assisting clients with a range of needs, from retirement planning to insurance and investment management.

Firm Information

Michael Michalak is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2M FINANCIAL GROUP LLC

GRAND RAPIDS, MI 49534

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Michalak’s Registration & Firm History

MI

10/04/2018 - Present

Eagle Strategies LLC (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 1/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 5/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Michalak.
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