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Michael Brendan Martin

Mai Capital Management, LLC

Cleveland, OH

Ann Arbor, MI

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-06
  • MI RA
    APPROVED
    Since 2024-02-06

Branch Locations

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

24 Frank Lloyd Wright Drive Suite 4131, Ann Arbor, MI 48105 • 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
Wealth Strategies Financial Group Southfield MN 12/2017 01/2024
Minnesota Life Insurance Co. St. Paul MN 12/2017 08/2023
Securian Financial Services Inc St. Paul MN 12/2017 08/2023
Philadelphia Eagles Philadelphia MI 04/2016 09/2016
Unemployed Detroit MI 10/2016 10/2017
Securian Financial Services Inc St Paul MN 11/2017 12/2017
Wealth Strategies Financial Group Southfield MI 11/2017 12/2017
Cetera Advisor Networks Llc Southfield MI 08/2023 01/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 01/2024
Mai Capital Management Llc Ann Arbor MI 01/2024 Present
Foreside Fund Services, Llc Ann Arbor MI 10/2024 12/2025
  • 12/2017 → 01/2024
    Wealth Strategies Financial Group
    Southfield, MN
  • 12/2017 → 08/2023
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 12/2017 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 04/2016 → 09/2016
    Philadelphia Eagles
    Philadelphia, MI
  • 10/2016 → 10/2017
    Unemployed
    Detroit, MI
  • 11/2017 → 12/2017
    Securian Financial Services Inc
    St Paul, MN
  • 11/2017 → 12/2017
    Wealth Strategies Financial Group
    Southfield, MI
  • 08/2023 → 01/2024
    Cetera Advisor Networks Llc
    Southfield, MI
  • 08/2023 → 01/2024
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 01/2024 → Present
    Mai Capital Management Llc
    Ann Arbor, MI
  • 10/2024 → 12/2025
    Foreside Fund Services, Llc
    Ann Arbor, MI
Previous Registrations
  • 2023-08-10 → 2024-01-24
    Cetera Investment Advisers Llc
    Southfield, MI
  • 2018-09-25 → 2023-08-10
    Securian Financial Services, Inc.
    Southfield, MI
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-19
  • S66 Uniform Combined State Law Examination
    2018-09-19
Other Names
  • Michael Brendan Martin
  • Michael Martin

View on SEC IAPD

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JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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