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MI

Michael D. Isaac

STADION MONEY MANAGEMENT
Watkinsville, GA 30677
Some features on this profile are disabled
CRD#: 3272895
MI

Professional summary

Michael David Isaac, who also goes by Michael Isaac, Mike Isaac, is a registered financial advisor currently at STADION MONEY MANAGEMENT, LLC located in Watkinsville, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Isaac | Mike Isaac

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 David Isaac'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®
None

Experience

Current

August 4, 2010 - Present

STADION MONEY MANAGEMENT, LLC

Office #1: 1061 Cliff Dawson Rd, Watkinsville, GA 30677
RIA
CRD#: 112608
Watkinsville, GA
Past

June 6, 2013 - December 31, 2020

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
WATKINSVILLE, GA
Past

October 18, 2007 - April 26, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
ATLANTA, GA
Past

July 12, 2006 - April 26, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

August 14, 1999 - October 18, 1999

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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".
SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 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
Georgia
(8/4/2010)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/10/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2022
General Securities Principal Examination

Current Firm

SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 Approved)
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Contact information

Main Address
1061 Cliff Dawson Rd, Watkinsville, GA 30677
Mailing Address
Phone number
(706) 583-5144
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (52 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

STADION WRAP FEE BROCHURE (11/25/2025)
STADION BROCHURE FORM ADV 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts47,926
AUM (Assets Under Management)$ 2,468,297,204

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

STADION MONEY MANAGEMENT, LLC

CRD#: 112608Watkinsville, GA 30677

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