Michael D Wallen
Investment adviser representative at Mainstay Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Mainstay Capital Management, LLCApr 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mainstay Capital Management, LLC
$5.3BAssets managed
3,454Clients
22Advisers
25 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
- 4788280
- Firm CRD
- 109528