Michael Brendan Martin

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2018-09-19

Other Names

• Michael Brendan Martin
• Michael Martin