Mainstay Capital Management, LLC

Mainstay Capital Management, LLC (CRD# 109528) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $1,930,318,035 in 3,800 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,930
    MILLION
  • Total Number of Accounts
    3,800
    ACCOUNTS
  • Average Account Value
    $507,978
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mainstay Capital Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Michael C. Brasza
CRD#: 2709135
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI 48439
96
Wealthminder
score

Michael Brasza (CRD# 2709135) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 18 years of experience in the finance industry. Michael Brasza 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.

2
Bryan D. Haggard
CRD#: 5520616
100 East Big Beaver Rd., Suite 103, Troy, MI 48083
96
Wealthminder
score

Bryan Haggard (CRD# 5520616) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Troy, MI and has over 8 years of experience in the finance industry. Bryan Haggard 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.

3
Shannon M. Peterson
CRD#: 4374510
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI 48439
96
Wealthminder
score

Shannon Peterson (CRD# 4374510) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 15 years of experience in the finance industry. Shannon Peterson 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.

4
Patrick J. Rice
CRD#: 2195463
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI 48439
96
Wealthminder
score

Patrick Rice (CRD# 2195463) 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. Patrick Rice 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.

5
Michael D. Wallen
CRD#: 4788280
100 E. Big Beaver Road, Suite 103, Troy, MI 48083
96
Wealthminder
score

Michael Wallen (CRD# 4788280) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Troy, MI and has over 12 years of experience in the finance industry. Michael Wallen 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.

6
Christopher J. Burke
CRD#: 5973546
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI 48439
93
Wealthminder
score

Christopher Burke (CRD# 5973546) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 5 years of experience in the finance industry. Christopher Burke 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.

7
Dayna L. Gauthier
CRD#: 5736508
100 E. Big Beaver Road, Suite 103, Troy, MI 48083
93
Wealthminder
score

Dayna Gauthier (CRD# 5736508) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Troy, MI and has over 6 years of experience in the finance industry.

8
David P. Kudla
CRD#: 4431292
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
93
Wealthminder
score

David Kudla (CRD# 4431292) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Naples, FL and has over 6 years of experience in the finance industry.

9
Kristin L. Prieur
CRD#: 5690802
10775 S. Saginaw St., Bldg. C, Suite F, Grand Blanc, MI 48439
93
Wealthminder
score

Kristin Prieur (CRD# 5690802) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 6 years of experience in the finance industry.

10
Lindsey J. Prieur
CRD#: 6576423
10775 South Saginaw, Bldg C, Suite F, Grand Blanc, MI 48439
90
Wealthminder
score

Lindsey Prieur (CRD# 6576423) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has 1 year of experience in the finance industry.

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