Christopher Michalak
Christopher Michalak is a CFP-designated registered investment advisor, based in Saline, MI, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
511 E Michigan Ave, Saline, MI, 48176
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Regulatory History (1)
Customer Dispute
October 2025Other 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
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.
Exams
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