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David Paul Kudla

A Barron's "Top 100 Independent Financial Advisors" in the country for the past 9 years.

Mainstay Capital Management, LLC

Grand Blanc

MI

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fia Publishing, LLC 12 years Nov 2005 - Present
Mainstay Capital Management, LLC 16 years, 5 months Jun 2001 - Present

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Chartered Mutual Fund Counselor
    Designation
    Chartered Mutual Fund Counselor
    Designees have knowledge of a wide range of mutual fund aspects such as characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 2, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Nov. 10, 2016
    • $2.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 4K
      number of clients
    • $571.4K
      Estimated Average Account Balance Per Client

Mainstay Capital Management, LLC

Last updated on April 7, 2017
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $581.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements