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Michael M
Series 63, Series 65
The Villages, FL
Capital Analysts
Michael Mehltretter is a financial advisor at Capital Analysts with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following previous roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory career, Mehltretter serves with the Buffalo Fire Department, a position he has held since 1991. Capital Analysts serves both retail and institutional clients, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary and non-discretionary investment management, utilizing a proprietary mutual fund screening process and maintains institutional relationships to support its product offerings.
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