Michael James Mustian

Employer firm

Soaring Investment Management, LLC CRD 305273

$113M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 04/2018
  Thrivent Investment Management Inc
  Burlington`, NC
• 06/2016 → 11/2016
  Thrivent Financial
  Appleton, WI
• 11/2016 → 04/2018
  Thrivent Financial
  Appleton, WI
• 04/2018 → 06/2018
  Rhino Wealth Management
  Belmont, NC
• 06/2018 → 03/2024
  Wiseway Advisors Llc
  Burlington, NC
• 03/2024 → 09/2025
  Carolina-Retirement Solutions
  Mint Hill, NC
• 09/2025 → Present
  Soaring Investment Management, Llc
  Mint Hill, NC

Previous Registrations

• 2024-03-28 → 2025-09-24
  Lpl Financial Llc
  Mint Hill, NC
• 2018-08-29 → 2024-03-28
  Wiseway Advisors Llc
  Huntersville, NC
• 2018-04-14 → 2018-06-12
  Rhino Wealth Management
  Burlington, NC
  Belmont, NC
• 2016-09-01 → 2018-04-09
  Thrivent Investment Management Inc.
  Burlington, NC
  Howey In The Hills, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-29
• S66 Uniform Combined State Law Examination
  2016-08-31

Designations

• Certified Financial Planner

Other Names

• Michael Mustian
• Michael J Mustian