Leonard Nowak, financial advisor Grand Blanc MI

Leonard Nowak

CRD Number: 3134790
Current Firm: Mainstay Capital Management, LLC

Leonard Nowak (CRD# 3134790) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 25 years of experience in the finance industry. Leonard Nowak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mainstay Capital Management, LLC Grand Blanc, MI Feb 2017 - Current 7
Ef Legacy Securities, LLC Henrico, VA Jan 2017 - Jan 2017 < 1
Edelman Financial Services, LLC Fairfax, VA Jan 2017 - Jan 2017 < 1
Portfolio Solutions, LLC Troy, MI Apr 2016 - Dec 2016 < 1
Ljpr, LLC Troy, MI Feb 2005 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Leonard F. Nowak
Phone Number: 866-444-6246
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,717
    MILLIONS
  • Total Number of Accounts
    3,563
    ACCOUNTS
  • Average Account Value
    $1,043,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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