Michael James Mustian
Investment adviser representative at Soaring Investment Management, LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$112.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Soaring Investment Management, LLCSep 2025 to now
- Carolina-retirement SolutionsMar 2024 to Sep 2025
- Wiseway Advisors LLCJun 2018 to Mar 2024
- Rhino Wealth ManagementApr 2018 to Jun 2018
- Thrivent FinancialJun 2016 to Apr 2018
- Thrivent Investment Management IncJun 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, OR, TX).
Soaring Investment Management, LLC
$112.5MAssets managed
172Clients
4Advisers
Under 1 yearIn 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
- 6646857
- Firm CRD
- 305273