Michael Martin Flaherty
Investment adviser representative at David Vaughan Investments, LLC
18 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
Experience
18 years in the industry.
- David Vaughan Investments, LLCFeb 2018 to now
- Valmark Advisers, Inc.Aug 2012 to Feb 2018
- Valmark Securities, Inc.Aug 2012 to Feb 2018
- Investment Professionals, Inc.Jun 2008 to Feb 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
David Vaughan Investments, LLC
$5.3BAssets managed
1,240Clients
23Advisers
49 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
- 5558877
- Firm CRD
- 105990