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Michael Charles Stalker

Mcs Family Wealth Advisors

Bend, OR

CRD 1161401

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Employer firm

Mcs Family Wealth Advisors CRD 106327

$163M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FAMILY BUSINESS AND FAMILY WEALTH COUNSELING, EXPERT WITNESS

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

Current Employers
Mcs Family Wealth Advisors

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-04-07
OR RA APPROVED 1999-06-14
  • TX RA
    APPROVED_RES
    Since 2005-04-07
  • OR RA
    APPROVED
    Since 1999-06-14

Branch Locations

750 Nw Charbonneau, Ste 201, Bend, OR 97703 • 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
OrganizationCityStateFromTo
Mcs Financial Advisors, Llc Bend OR 01/2009 Present
  • 01/2009 → Present
    Mcs Financial Advisors, Llc
    Bend, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-11-04
  • S63 Uniform Securities Agent State Law Examination
    1988-11-04
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY

Nearby Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR

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