Michael Mishler is a registered investment advisor at 724 Capital, LLC, based in Fort Wayne, IN, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1910 St. Joe Center Road, Suite 25, Fort Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells various insurance products and owns MLM Financial Management Corp and SMS Benefit Advisors, LLC, both dealing with insurance and investments. He also serves as an investment advisor representative for CIG Financial Services, dedicating full-time hours to this role.
Employment History
Current Registrations
724 Capital, LLC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
Sigma Financial CorporationBroker
Spc
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.