MFG Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MFG Wealth Management provides discretionary portfolio management and financial planning to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, charitable organizations, corporations, small businesses and retirement plans. Services include active portfolio management, written and ongoing financial planning, and assistance with estate, business and family financial planning, as well as selection and monitoring of third‑party money managers.
The firm implements actively managed strategies that blend fundamental and technical analysis and in‑depth market assessment, and it uses a structured sell discipline to help manage risk and preserve gains; portfolio decisions are made on a discretionary basis and reviewed by the advisory team. Charles Schwab is used as the primary custodian, and the firm engages clients in a process to align strategy selection with individual risk tolerance.
Noteworthy for a firm of its size, one of the investment representatives is licensed to sell insurance products for commissions and spends a small portion of time on that activity, a relationship the brochure discloses as a potential conflict of interest and for which clients are under no obligation to use firm recommendations. The firm also may receive a portion of fees from outside money managers it refers, and a small team of advisors holding CFP and ChFC credentials jointly reviews client accounts while managing approximately $146 million in client assets.
Client services
Expertise
Fee options
Financial planning flat fees range from $400 to $10,000 based on complexity; discounted fee for individuals/couples $400-$600
$0 - $100,000: 1.50% $100,000 - $500,000: 1.25% $500,000+: 1.00%
Insurance product sales commissions (via investment advisor representative)
Up to $400 per hour for financial planning consultations
Negotiable annual retainer fees for financial planning range from $600 to $10,000, paid quarterly
Account minimum: $50,000
Main office
6920 South East St, Ste E
Indianapolis IN 46227
Advisors at this office
3
Most active in
Florida · Indiana
Also doing business as
Mfg Wealth Management, Inc. · Mfg Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey G
Series 65
Indianapolis, IN
MFG Wealth Management, Inc.
Jeffrey Gardner is a financial advisor at MFG Wealth Management, Inc. in Indianapolis, IN, holding a Series 65 designation and nine years of industry experience. He has been with MFG Wealth Management since 2017 and previously worked at Vector Marketing and Cutco Cutlery, as well as the University of Indianapolis. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed investment strategies that combine fundamental and technical analysis with in-depth market assessment, making portfolio decisions on a discretionary basis and aligning strategy with individual risk tolerance.
Michael M
CFP®, ChFC®, Series 63, Series 65
Indianapolis, IN
MFG Wealth Management, Inc.
Michael Mccracken is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is president and an investment adviser representative at MFG Wealth Management, Inc., where he has been active since 2003. Prior to and concurrent with this role, he has held positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, Mccracken has interests in commercial real estate ownership and life insurance sales. MFG Wealth Management provides discretionary portfolio management and financial planning services to individual clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies that incorporate fundamental and technical analysis along with structured sell disciplines to manage risk and preserve gains.
Terri K
Series 63, Series 65
Indianapolis, IN
MFG Wealth Management, Inc.
Terri Kontney is a financial advisor at MFG Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, Inc., MFG Wealth Management, LLC, and AIG American General Life Insurance Company. Kontney is also involved in office support and administrative roles within MFG Wealth Management. MFG Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs actively managed strategies combining fundamental and technical analysis, with portfolio decisions made on a discretionary basis and reviewed by the advisory team.
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