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David Paul Kudla

MAINSTAY CAPITAL MANAGEMENT, LLC·GRAND BLANC, Michigan
Clean recordMAINSTAY CAPITAL MANAGEMENT, LLC
10775 SOUTH SAGINAW, GRAND BLANC, MI 48439CRD# 4431292Firm CRD# 109528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Paul Kudla · GRAND BLANC, MI
Registration
CRD #4431292 · MAINSTAY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Paul Kudla is a registered financial advisor based in GRAND BLANC, Michigan, affiliated with MAINSTAY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC
AUM
$4.2B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at MAINSTAY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4431292
Firm CRD# 109528
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Paul Kudla offer?
David Paul Kudla specializes in Financial Planning, Investment Management. Contact their office in GRAND BLANC, Michigan for a consultation.
What are David Paul Kudla's credentials?
David Paul Kudla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Kudla located?
David Paul Kudla is based in GRAND BLANC, Michigan, working with MAINSTAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the GRAND BLANC metropolitan area and surrounding communities.
How does David Paul Kudla charge for services?
David Paul Kudla's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINSTAY CAPITAL MANAGEMENT, LLC?
MAINSTAY CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAINSTAY CAPITAL MANAGEMENT, LLC

Jeremiah Ludington
GRAND BLANC, MI
Shannon Mary Peterson
GRAND BLANC, MI

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
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