Michael Dale Wallen

Portfolio Manager-Equities at Mainstay Capital Management LLC

Finance

Consumer Services

Profile

Mr. Michael D.
Wallen, II, is a Senior Wealth Advisor at Mainstay Capital Management LLC.
He has formerly held positions at Charles Schwab and Edward Jones.
He earned a MBA at the University of Michigan He is a Certified Financial PlannerTM, a Chartered Retirement Planning CounselorSM, an Accredited Asset Management SpecialistSM, and has completed the FINRA Series 7, 63, and 66.

Michael Dale Wallen active positions

Companies	Position	Start
Mainstay Capital Management LLC Mainstay Capital Management LLC Investment ManagersFinance Mainstay Capital Management LLC (Mainstay) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Grand Blanc, Michigan. Founded in 2000, Mainstay manages investment portfolios primarily for individuals. A portion of their assets under management consist of trust and corporate accounts, managed on behalf of individual clients.	Portfolio Manager-Equities	31/03/2011

All active positions of Michael Dale Wallen

Training of Michael Dale Wallen

University of Michigan

Masters Business Admin

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Private companies	1
Mainstay Capital Management LLC Mainstay Capital Management LLC Investment ManagersFinance Mainstay Capital Management LLC (Mainstay) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Grand Blanc, Michigan. Founded in 2000, Mainstay manages investment portfolios primarily for individuals. A portion of their assets under management consist of trust and corporate accounts, managed on behalf of individual clients.	Finance