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David Paul Kudla

MAINSTAY CAPITAL MANAGEMENT, LLC·GRAND BLANC, Michigan
Series 65Clean record16 years registeredMAINSTAY 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

MAINSTAY CAPITAL MANAGEMENT, LLC
Apr 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD 109528 · SEC 801-58099
AUM
$4.2B
Regulatory assets under management
Employees
31
3,465 client accounts
Services offered by MAINSTAY CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MAINSTAY CAPITAL MANAGEMENT, LLC →
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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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