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Michael Awwad

Advisor at MDRN Capital — Imlay City, MI

Updated today

Credentials

Series 66

Experience

14 years

Location

Imlay City, MI

MDRN Capital logo

MDRN Capital

Team

Total advisors

29

Across 27 offices

Clients per advisor

20 Very Low

Avg AUM per client

$595,133 Low

HNW client ratio

75% Very High

About

Michael Awwad is a financial advisor at MDRN Capital with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, PNC Investments, Huntington Financial Advisors, and Cetera. Outside of advising, he is an adjunct professor teaching finance-related courses at Southern New Hampshire University and serves as Assistant Chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm utilizes unaffiliated independent managers and low-cost mutual funds and ETFs, focusing on long-term portfolio management with flexibility for shorter-term adjustments.

Client services

Based on MDRN Capital

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on MDRN Capital

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning services fixed fee from $500 to $10,000 per engagement

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable

Commissions

Certain advisory persons earn commissions on insurance products sold through affiliated MDRN Insurance

Other

Fee-only: Financial planning services fixed fee ranging from $500 to $10,000 per engagement; Retirement plan advisory fees range from 0.5% to 1.5% annually

Location

See office

Imlay City, MI

Imlay City MI

Advisors at this office

1

Most active in

Michigan

Work history

14 years of industry experience

MDRN Capital, LLC

2024 - Present • 2 years

Imlay City, MI

Edward Jones

2024 - 2024 • 1 year

St. Louis, MO

PNC Investments

2022 - 2024 • 2 years

Romeo, MI

Huntington Financial Advisors

2021 - 2022 • 1 year

Grand Blanc, MI

Cetera Investment Services Llc

2020 - 2021 • 1 year

Port Huron, MI

Cetera

2020 - 2021 • 1 year

Port Huron, MI

GoodLand Township Fire Department

2019 - Present • 7 years

Imlay City, MI

Southern New Hampshire University

2018 - Present • 8 years

Imlay City, MI

Fifth Third Securities, Inc.

2018 - 2020 • 2 years

Troy, MI

Huntington Investment Company

2016 - 2018 • 2 years

Clinton Township, MI

HUNTINGTON Financial Advisors

2016 - 2018 • 2 years

Clinton Township, MI

Investment Professionals, INc.

2016 - 2016 • 1 year

The huntington Investment company

2014 - 2016 • 2 years

MI

CUSO Financial Services, L.P.

2011 - 2013 • 2 years

MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alexander W

Series 65

Metamora, MI

Vitale Wealth Management

Alexander Wagner is a financial advisor at Vitale Wealth Management in Metamora, MI, holding a Series 65 designation. He has related experience at American Retirement Solutions, LLC and TCF Bank prior to joining his current firm. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients, managing approximately $117 million across about 396 client relationships. The firm employs a model-based investment approach utilizing fundamental, technical, charting, and cyclical analysis, and offers ongoing portfolio management, financial planning, educational seminars, and access to third-party money managers.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

Joseph Vitale is a financial advisor at Vitale Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience owning and managing insurance and real estate businesses. Vitale also owns Trinity Realty Inc. and SSJ Properties, which are real estate-related ventures. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm uses model-based portfolio management incorporating fundamental, technical, and cyclical analysis, serving roughly 396 client relationships with a three-advisor team.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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Nicholas H

Series 66

Metamora, MI

Vitale Wealth Management

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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Lonnie M

Series 63, Series 65

Lapeer, MI

IP Financial Advisory Services LLC

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David N

Series 66

Metamora, MI

MissionSquare Retirement

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Mark P

Series 66

Lapeer, MI

PNC Wealth Management

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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