MFG Wealth Management, Inc.
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 125963
- Registered since
- May 30, 2025
- Website
- www.mfgwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI55.65%
- Individuals44.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MFG Wealth Management, Inc. is an independent, privately owned registered investment adviser that describes itself as a capital allocator serving individual and family clients. The firm was registered with the SEC in 2025 and operates as a corporation under individual ownership. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm also conducts insurance brokerage activities. MFG uses a mix of fee arrangements — percentage of assets under management, hourly fees, fixed fees and other fee types — and reports that the majority of its assets are managed on a discretionary basis. It does not identify itself as an active ESG investor and is not listed as a multistate adviser, pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Michael Mccracken
President and CEOCRD 2035026
Contacts
3 of 3
Jeffrey Gardner
Financial AdvisorCRD 6836710
Terri Kontney
Executive AssistantCRD 2932655
April Mccracken
MemberCRD 4644896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 6920 S East St
- Time zone
- ET (UTC-5)
- Office locations
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