Edward Degalan, financial advisor Owosso MI
81 score

Edward Degalan

CRD Number: 1060053
Current Firm: Mmi Financial Group, Inc.

Edward Degalan (CRD# 1060053) is an Investment Advisor Representative working at Mmi Financial Group, Inc. in Owosso, MI and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Mmi Asset Management Services, LLC Owosso, MI Feb 2015 - Current 3
Mmi Financial Group, Inc. Owosso, MI Dec 1989 - Current 28
Royal Securities Company Grand Rapids, MI Jul 2013 - Mar 2015 1
Allied Beacon Partners Owosso, MI Oct 2011 - Jul 2013 1
Allied Beacon Wealth Management Owosso, MI Oct 2011 - Jul 2013 1
Workman Securities Corporation Minnetonka, MN Jan 1998 - Oct 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1980
S65 NASAA Investment Advisors Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Edward G. Degalan
Phone Number: 989-725-9878
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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