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Wayne Michael Mc Bride

Advisor at LPL Financial — Tustin, MI

Updated today

Credentials

Series 65, Series 66

Experience

23 years

Location

Tustin, MI

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Wayne Mc Bride is a financial advisor with LPL Financial in Tustin, MI, holding Series 65 and Series 66 licenses and over 23 years of industry experience. He has worked at LPL Financial since 2003 and has been involved with Mason-McBride Capital Advisors, LLC since 2004, providing financial planning and consulting services through this independent registered investment adviser. Outside of his advisory role, he is involved in equipment leasing through Donegal Holdings, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Tustin, MI

Tustin MI

Advisors at this office

1

Most active in

Michigan

Work history

23 years of industry experience

KAI Mason-McBride LLC

2021 - Present • 5 years

Troy, MI

Mason-McBride Capital Advisors, LLC

2004 - Present • 22 years

Troy, MI

LPL Financial

2003 - Present • 23 years

Troy, MI

Mason-McBride Inc

1984 - 2021 • 37 years

Troy, MI

Disclosures

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

Business activities & affiliations

user avatar

Debora C

CFP®, Series 63, Series 65

Cadillac, MI

Crystal Coast Wealth Advisors LLC

Debora Craig is a financial advisor with Crystal Coast Wealth Advisors LLC in Cadillac, MI, holding a CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including 15 years at Craig Wealth Advisors LLC/Raymond James and prior roles at Cary Stamp & Company/Commonwealth Financial Network and The Leaders Group Inc. Craig is also an author, having written a book on investment planning in 2017. Her firm advises individuals, high-net-worth clients, and business entities through ongoing portfolio management and standalone financial planning, using a long-term, fundamentally based investment approach that incorporates modern portfolio theory and tailored model allocations.

Annuities College savings (529s, UTMA, etc.)
user avatar

Dustin I

Series 66

Cadillac, MI

Mission Financial Group, LLC

Dustin Insley is a financial advisor at Mission Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Commonwealth Financial Network. Outside of advisory work, he owns Makena Farm, LLC, a farmland management enterprise in Manton, MI. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a discretionary management approach, utilizing asset allocation, sector and security analysis, and a range of investment products while regularly monitoring and rebalancing portfolios.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Rachel G

Series 63, Series 65

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Rachel Gilchrist is a financial advisor at Fifth Third Securities, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses. She has been with Fifth Third Securities since 2025 and has a broader work history including roles at MacDonald Garber Broadcasting, Samaritas Senior Living, and Charter Communications. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, providing access to mutual fund, ETF, SMA, and direct indexing strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Robert G

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

Robert Grostick II is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008 and Carroll National Plans since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Patrick C

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

Patrick Carroll is a financial advisor with Centaurus Financial, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Centaurus Financial since 2006 and has operated his own advisory business since 1996. Carroll serves as a board member of the Munson Health Care Community Healthcare Council, the Munson Healthcare Foundation Cadillac Hospital Board, and the Clam Lake Township Downtown Development Authority. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Julianna M

Series 65, Series 63

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Julianna Muscarella is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior work experience at Fifth Third Bank, Holiday Inn Express, Tommy Hilfiger, and Wayland Union High School. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a diverse client base and a broad range of portfolio management options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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