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Michael Wayne Wiginton Sr.

Advisor at Steward Partners Investment Advisory, LLC — Jasper, AL

Updated today

Credentials

CFA®, Series 63, Series 66

Experience

23 years

Location

Jasper, AL 35501

Steward Partners Investment Advisory, LLC logo

Steward Partners Investment Advisory, LLC

Enterprise

Total advisors

479

Across 167 offices

Clients per advisor

87 High

Avg AUM per client

$831,870 High

HNW client ratio

56% Very High

About

Michael Wiginton Sr. is a CFA® charterholder with 22 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously held positions at Cantella & Co Inc and Cambridge Investment Research. In addition to his advisory role, he serves as a board member for a homeowners' association in Panama City, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Client services

Based on Steward Partners Investment Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Based on Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy

Occupation focus

Based on Steward Partners Investment Advisory, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Steward Partners Investment Advisory, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

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Fee options

Fixed

Negotiable flat fees for financial planning and consulting services depending on complexity.

Percentage

$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios

Commissions

Commissions earned by associates who are registered representatives; insurance commissions also applicable.

Project-based

Hourly rates vary depending on time required; used for financial planning/consulting services.

Other

Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.

Location

See office

Jasper, AL

102 19th Street East, Suite 200

Jasper AL 35501

Advisors at this office

4

Most active in

Alabama · Texas

Work history

23 years of industry experience

Steward Partners Investment Advisory, LLC

2024 - Present • 2 years

Jasper, AL

Steward Partners Investment Solutions, LLC

2023 - Present • 3 years

Jasper, AL

H.L. Wiginton Capital Management, LLC

2023 - Present • 3 years

Jasper, AL

Cambridge Investment Research, INc.

2022 - 2023 • 1 year

Fairfield, IA

Cambridge Investment Research Advisors, Inc.

2022 - 2023 • 1 year

Fairfield, IA

Cantella & Co Inc

2009 - 2023 • 14 years

Walden, MA

Cantella & Co Inc

2009 - 2022 • 13 years

Boston, MA

Wells Fargo Clearing

2008 - 2009 • 1 year

Birmingham, AL

A. G. Edwards & Sons, Inc.

2006 - 2008 • 2 years

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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Thomas F

CFP®, Series 66, Series 65

Jasper, AL

Steward Partners Investment Advisory, LLC

Thomas Ferrell is a CFP® with 26 years of experience in the financial services industry. He currently works at Steward Partners Investment Advisory, LLC and has held positions at several firms, including Cantella & Co., Inc. and Cambridge Investment Research. Outside of his advisory work, he serves as a board member of the Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Andrew W

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Holland Seals General Contracting and Atkins Engineering. Outside of his advisory role, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business in Jasper, AL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Luke F

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Luke Ferrell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Steward Partners Investment Solutions, H.L. Wiginton Capital Management, and Cambridge Investment Research. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Randa B

Series 63, Series 66

Dora, AL

Edward Jones

Randa Byars is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Edward Jones since 2022, as well as previous positions at Northwestern Mutual Investment Services LLC, Adam Rhoades, and PACCAR Engine Company. She also has experience at Mississippi State University and Dogwood Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew L

Series 66

Jasper, AL

Raymond James & Associates

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, Alabama, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a 20% owner of a Mosquito Authority franchise in San Antonio, Texas. He is also involved in nonprofit work as an officer and board member of the Walker Area Community Foundation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and public entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Jerry P

Series 66

Jasper, AL

Edward Jones

Jerry Porch Jr. is a financial advisor with Edward Jones in Jasper, Alabama, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs Inheritance planning Retired Founder/Business Owner Executive
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