Bailey Castiglione

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-07-02

MI RA
APPROVED

Since 2026-07-02

Branch Locations

990 S. Telegraph Rd, Monroe, MI 48161 • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mack Financial Service	Monroe	MI	10/2024	Present
Promedica	Toledo	OH	08/2016	10/2024
Sigma Financial Corporation	Ann Arbor	MI	07/2026	Present
Sigma Planning Corporation	Ann Arbor	MI	07/2026	Present

10/2024 → Present

Mack Financial Service

Monroe, MI
08/2016 → 10/2024

Promedica

Toledo, OH
07/2026 → Present

Sigma Financial Corporation

Ann Arbor, MI
07/2026 → Present

Sigma Planning Corporation

Ann Arbor, MI

Other Businesses

1. Sale of non-variable insurance products (including life and health) through various insurance companies. Start date: 7/13/26, approx. 5 hrs/mo, 80% during mkt hrs. INV REL: Y 2. Mack Financial, LLC, Monroe, MI. Prepare income tax returns for a fee. Start date: 2/1/27 for tax season, approx. 36 hrs/mo, 4% during mkt hrs. INV REL: N

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-30

S66 Uniform Combined State Law Examination

2026-06-30

Other Names

Mckenna

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