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MM

Michael L. Mishler

724 CAPITAL
Fort Wayne, IN 46825
Some features on this profile are disabled
CRD#: 2728886
MM

Professional summary

Michael Lee Mishler, AIF® is a registered financial advisor currently at 724 CAPITAL, LLC located in Fort Wayne, Indiana and INDEPENDENT FINANCIAL GROUP, LLC located in Fort Wayne, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Lee Mishler'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 16, 2026 - Present

724 CAPITAL, LLC

Office #1: 1910 St. Joe Center Road Suite 25, Fort Wayne, IN 46825
RIA
CRD#: 318170
Fort Wayne, IN
Current

March 4, 2025 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 1910 St. Joe Center Road Suite 25, Fort Wayne, IN 46825
RIA
BD
CRD#: 7717
FORT WAYNE, IN
Past

March 21, 2025 - December 31, 2025

724 CAPITAL, LLC

RIA
CRD#: 318170
Fort Wayne, IN
Past

February 14, 2005 - February 24, 2025

SPC

RIA
CRD#: 110692
Fort Wayne, IN
Past

February 14, 2005 - February 24, 2025

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
Fort Wayne, IN
Past

December 1, 1998 - February 15, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
FORT WAYNE, IN
Past

April 12, 1996 - February 15, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 12, 1996 - February 15, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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".
7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING

CRD#: 318170 / SEC#: 801-123098

RIA
Registered Investment Advisory firm - (1/21/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/4/2025)
RR
Illinois
(3/5/2025)
RR
Indiana
(3/4/2025)
IAR
Indiana
(1/16/2026)
RR
Michigan
(3/4/2025)
RR
Ohio
(3/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/12/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/11/1996
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING

CRD#: 318170 / SEC#: 801-123098

RIA
Registered Investment Advisory firm - (1/21/2022 Approved)
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Contact information

Main Address
Lansing, MI
Mailing Address
Phone number
(517) 256-4319
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (19 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

WRAP FEE BROCHURE- 724 CAPITAL, LLC (3/7/2025)
ADV PART 2A- 724 CAPITAL, LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,818
AUM (Assets Under Management)$ 225,885,389

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

724 CAPITAL, LLC

CRD#: 318170Fort Wayne, IN 46825

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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