Anthony D. Bagneschi

MAINSTAY CAPITAL MANAGEMENT

Grand Blanc, MI 48439

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CRD#: 4487939

Professional summary

Anthony Dean Bagneschi, CFP®, who also goes by Anthony D Bagneschi, Anthony Dean Bagneschi, Tony Bagneschi, Anthony D Bagnieski, Anthony Bagnieski, Tony Bagnieski, Anthony D. Bagneschi, Anthony Bagneschi, is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 12 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Anthony Dean Bagneschi'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: 2017

Experience

Current

February 20, 2026 - Present

MAINSTAY CAPITAL MANAGEMENT, LLC

Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

RIA

CRD#: 109528

Grand Blanc, MI

Past

December 2, 2024 - January 16, 2026

MDRN CAPITAL

RIA

CRD#: 325950

Lansing, MI

Past

January 12, 2022 - May 29, 2024

CG ADVISORY SERVICES

RIA

CRD#: 110929

Williamston, MI

Past

December 3, 2018 - January 3, 2022

SPC

RIA

CRD#: 110692

East Lansing, MI

Past

December 3, 2018 - January 3, 2022

PARKLAND SECURITIES, LLC

CRD#: 115368

East Lansing, MI

Past

May 8, 2018 - November 7, 2018

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Grandville, MI

Past

April 25, 2018 - November 7, 2018

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Grandville, MI

Past

January 28, 2015 - February 28, 2018

EPI FINANCIAL GROUP

RIA

CRD#: 174160

Troy, MI

Past

July 14, 2014 - January 20, 2015

EPI ADVISORS LLC

RIA

CRD#: 156323

SOUTHFIELD, MI

Past

October 11, 2013 - April 4, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

GRAND RAPIDS, MI

Past

May 6, 2013 - August 9, 2013

FB EQUITY SALES CORPORATION OF MICHIGAN

CRD#: 39337

LANSING, MI

Past

November 17, 2011 - July 16, 2012

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BRIGHTON, MI

Past

January 9, 2002 - July 22, 2005

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

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".

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 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
(2/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/4/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/7/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/10/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

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Contact information

Main Address

10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

Mailing Address

P.o. Box 487, Grand Blanc, MI 48480

Phone number

(866) 444-6246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (1/23/2026)

Regulatory assets under management

Total Number of Accounts	3,587
AUM (Assets Under Management)	$ 4,802,375,480

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
12/20/2024	Cover Page	Report
10/23/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Anthony D. Bagneschi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Dean Bagneschi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MDRN CAPITAL

CG ADVISORY SERVICES

SPC

PARKLAND SECURITIES, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

EPI FINANCIAL GROUP

EPI ADVISORS LLC

J.P. MORGAN SECURITIES LLC

FB EQUITY SALES CORPORATION OF MICHIGAN

FARMERS FINANCIAL SOLUTIONS, LLC

HANTZ FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MAINSTAY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/4/2018

Series 65

Date: 7/7/2014

Series 7TO

Date: 2/10/2024

SIE

Date: 10/1/2018

Series 7

Date: 4/25/2018

Series 6

Date: 11/16/2011

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAINSTAY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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