Michael Stalker has been President of MCS Financial Advisors since October 1990, is a control person of the firm and directly owns under 5% of it.
MCS Financial Advisors LLC is a firm with $163M under management, 65 clients and 2 advisers across 4 offices, as of its February 2026 filing.
Michael Stalker’s longest registration is the current one, 29 years at MCS Financial Advisors since 1997.
- Waverly Advisors, LLCAlso current– present · under a yearBend, OR · Adviser representative · Firm CRD 115332
- MCS Family Wealth AdvisorsCurrent– present · 29 yearsBend, OR · Adviser representative · Firm CRD 106327
Investment adviser representative registrations
Michael Stalker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 1999; the most recent is Texas, in April 2005.
- OregonSince 14 June 1999
- TexasResidentSince 7 April 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 16 July 1990 |
| Series 24 | General Securities Principal Examination | 24 April 1990 |
| Series 16 | NYSE Supervisory Analyst Examination | 19 November 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 November 1988 |
| Series 7 | General Securities Representative Examination | 16 July 1983 |
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Charles Stalker
- CRD
- 1161401
- Firm
- MCS Financial Advisors · CRD 106327
- Role
- President
- Office
- 750 NW Charbonneau, Ste 201, Bend, OR 97703
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Stalker work?
Michael Stalker has been President of MCS Financial Advisors LLC since October 1990, and is a control person of the firm.
Is Michael Stalker a financial advisor?
Yes. Michael Stalker has a current investment-adviser registration in Oregon and Texas, through MCS Financial Advisors since July 1997.
How many years of experience does Michael Stalker have?
Michael Stalker has 29 years in the financial industry, since July 1997, across 2 adviser firms.
What exams has Michael Stalker passed?
Michael Stalker has passed 5 licensing exams: the Series 7, Series 63, Series 16, Series 24 and Series 53. The earliest, the Series 7, was passed in July 1983.
Where is Michael Stalker based?
Michael Stalker’s registered office is in Bend, OR.
Is Michael Stalker registered with FINRA?
No. Michael Stalker has no current broker registration.
How can I verify Michael Stalker’s record?
Search CRD 1161401 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Stalker’s full registration record.