Kenneth Charles Thomalla
Investment adviser representative at Mai Capital Management, LLC
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$52.1BFirm assets
Are you Kenneth Charles Thomalla? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Mai Capital Management, LLCSep 2024 to now
- Massachusetts Mutual Life Insurance CoJun 1998 to now
- Treloar & Heisel, LLCMar 1991 to now
- Wcg Wealth Advisors, LLCDec 2016 to Jul 2024
- MML Investors Services, Inc.Dec 1998 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2911497
- Firm CRD
- 109807