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JC

John W. Cunningham

WILLIAM MACK & ASSOCIATES
Troy, MI 48098
Some features on this profile are disabled
CRD#: 1880775
JC

Professional summary

John William Cunningham, CFP®, who also goes by Jack Cunningham, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Troy, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. John has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Cunningham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Cunningham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

May 8, 2024 - Present

WILLIAM MACK & ASSOCIATES INC

Office #1: 1301 W. Long Lake Rd Suite 265, Troy, MI 48098
RIA
CRD#: 107377
Troy, MI
Past

November 17, 2015 - December 31, 2024

CUNNINGHAM & ASSOCIATES, LLC

RIA
CRD#: 126631
TROY, MI
Past

November 17, 2010 - January 4, 2011

CUNNINGHAM & ASSOCIATES, LLC

RIA
CRD#: 126631
TROY, MI
Past

August 12, 2008 - March 30, 2012

PKS SECURITIES, INC.

BD
CRD#: 101600
TROY, MI
Past

January 9, 2003 - July 11, 2008

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 40096
SOUTHFIELD, MI
Past

January 9, 1995 - December 31, 2002

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

January 3, 1994 - January 10, 1995

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 31, 1989 - December 31, 1993

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

September 20, 1988 - March 31, 1989

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(5/8/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/27/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1988
General Securities Representative Examination

Current Firm

WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 Approved)
PREMIUM
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Contact information

Main Address
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Mailing Address
Phone number
(248) 643-4310
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WMA ADV 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts983
AUM (Assets Under Management)$ 820,394,535

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILLIAM MACK & ASSOCIATES INC

CRD#: 107377Troy, MI 48098

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