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Robert Russell Shampine

Mainstay Capital Management, LLC

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About Robert Russell Shampine

Robert Russell Shampine is an Investment Advisor Representative at Mainstay Capital Management, LLC. Robert Shampine has been working in the financial services industry since 2003. Robert Shampine is registered with the state of Michigan. Previous firms where Robert Shampine has worked include ONEAMERICA SECURITIES, INC. and PARK AVENUE SECURITIES LLC. Robert Shampine holds licenses for Series 6 and Series 63.

Firm Information

Robert Shampine 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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Robert Shampine’s Registration & Firm History

MI

04/07/2022 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

MI

05/08/2007 - 11/10/2008

ONEAMERICA SECURITIES, INC. (LAKE ORION MI)

MI

10/05/2004 - 12/11/2006

PARK AVENUE SECURITIES LLC (WASHINGTON MI)

NY

03/20/2003 - 10/04/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Russell Shampine.
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