CM
CFP
CM
CFP
Christopher Michalak
19 Years of Experience
Saline, MI
1 DisclosureBrokerSells Insurance
Christopher Michalak is a CFP-designated registered investment advisor, based in Saline, MI, with 19 years of industry experience.
Location
511 E Michigan Ave, Saline, MI, 48176
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2025Pending
Other Business ActivitiesSells Insurance
Christopher sells equity indexed annuities through Avantax Insurance Agency LLC and is a servicing agent for Gleaner fixed annuity contracts, dedicating minimal time to each. He also serves on the CARES Board and LDFA Committee, and is the President of Capstone Tax & Financial, Inc., spending nearly full-time overseeing operations and preparing tax returns.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Avantax Planning Partners, INC.
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Avantax Advisory Services
September 2010 - September 2025 · 15 yrs
Avantax Investment Services, INC.Broker
March 2006 - September 2025 · 19 yrs 6 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.