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Michael Wayne Shumard

Eagle Strategies LLC

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About Michael Wayne Shumard

Michael Shumard is an Investment Advisor Representative with Eagle Strategies LLC, a firm with a strong focus on providing financial planning and portfolio management services to a diverse clientele. Michael has over 30 years of experience in the industry, holding a Series 63, Series 65, and Series 22 licenses. Michael is also a Registered Representative for the firm and has a strong background in insurance products. In addition to his work with Eagle Strategies LLC, Michael also operates under the DBA names of Fulmer Shumard Inc., TSG Financial, LLC, and Parity Financial Group, LLC.

Firm Information

Michael Shumard 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

2120 S. WALDRON ROAD

FT. SMITH, AR 72903

$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 Shumard’s Registration & Firm History

AR

05/11/2023 - Present

Eagle Strategies LLC (FT. SMITH AR)

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Licenses & Designations

IA

Issued 2/13/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1991

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 8/19/1991

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 Wayne Shumard.
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