Michael H. Windle
Professional summary
Michael H Windle II, who also goes by Michael Windle, Mike Windle, is a registered financial advisor currently at CUSTOM WEALTH MANAGEMENT located in Plymouth, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael H Windle II's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2026 - Present
CUSTOM WEALTH MANAGEMENT
Office #1: 41081 Ann Arbor Rd E, Plymouth, MI 48170September 1, 2020 - May 12, 2026
AE WEALTH MANAGEMENT, LLC
May 23, 2016 - September 1, 2020
KALOS MANAGEMENT
May 19, 2016 - September 1, 2020
KALOS CAPITAL, INC.
June 29, 2015 - May 9, 2016
THE HUNTINGTON INVESTMENT COMPANY
July 18, 2014 - May 9, 2016
THE HUNTINGTON INVESTMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/6/2026)
Exams
Current Firm
CUSTOM WEALTH MANAGEMENT
CRD#: 340956 / SEC#: 801-136173
Contact information
SEC notice filing (1 States and Territories)
Documents
Red Flags
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Company Information
CUSTOM WEALTH MANAGEMENT
CRD#: 340956Plymouth, MI 48170TRUST BUT VERIFY
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