MM
MM

Michael Lee Mishler

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,311 clients
Average Client Portfolio
$172K average
Assets Under Management
$225.9M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1910 St. Joe Center Road, Suite 25, Fort Wayne, IN, 46825

Get directions

History

Regulatory History
Clean regulatory record

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
March 2025 - Present · 11 mos
Independent Financial Group, LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
Sigma Financial CorporationBroker
February 2005 - February 2025 · 20 yrs
Spc
February 2005 - February 2025 · 20 yrs
Lincoln Financial Advisors Corporation
December 1998 - February 2005 · 6 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
April 1996 - February 2005 · 8 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
April 1996 - February 2005 · 8 yrs 10 mos
State Registrations6 states
FLILINMIMNOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Lee Mishler - Financial Advisor | TrueAdvisor