Michael Windle has been CCO, Owner of Custom Wealth Management since March 2026, is a control person of the firm and directly owns 75% or more of it.
Custom Wealth Management, LLC is a Plymouth, MI firm with $201M under management, 504 clients and 3 advisers in one office, as of its August 2026 filing.
Mike Windle is President & Chief Compliance Officer of Custom Wealth Management. He is the firm's founder, and builds on the firm's legacy established in 1986. As a financial advisor he gathers information from new clients to help build customized strategies.
Michael Windle’s longest registration was 5 years at Ae Wealth Management, LLC (2020–2026). Before joining Custom Wealth Management in 2026, Michael Windle was registered through Ae Wealth Management, LLC and Kalos Management.
- Custom Wealth ManagementCurrent– present · under a yearPlymouth, MI · Adviser representative · Firm CRD 340956
- Ae Wealth Management, LLC– · 5 yearsPlymouth, MI · Adviser representative · Firm CRD 282580
- Kalos Management– · 4 yearsPlymouth, MI · Adviser representative · Firm CRD 133025
- The Huntington Investment Company– · under a yearFarmington Hills, MI · Adviser representative · Firm CRD 16986
Professional designations
Listed by Custom Wealth Management
- RICP®
Investment adviser representative registrations
Michael Windle is registered as an investment adviser representative in Michigan, since May 2026.
- MichiganSince 6 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2015 |
| Series 7 | General Securities Representative Examination | 9 June 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael H Windle
- CRD
- 5955972
- Firm
- Custom Wealth Management · CRD 340956
- Role
- CCO, Owner
- Office
- 41081 ANN ARBOR RD E, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- custom-wm.com
Where does Michael Windle work?
Michael Windle has been CCO, Owner of Custom Wealth Management, LLC since March 2026, and is a control person of the firm.
Is Michael Windle a financial advisor?
Yes. Michael Windle has a current investment-adviser registration in Michigan, through Custom Wealth Management since May 2026.
How many years of experience does Michael Windle have?
Michael Windle has 12 years in the financial industry, since July 2014, across 4 adviser firms.
What exams has Michael Windle passed?
Michael Windle has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2014. FINRA credited Michael Windle with the SIE, which began in October 2018.
Where did Michael Windle work before Custom Wealth Management?
Before Custom Wealth Management, Michael Windle was registered through Kalos Management, May 2016 to September 2020; The Huntington Investment Company, June 2015 to May 2016.
Where is Michael Windle based?
Michael Windle’s registered office is in Plymouth, MI.
Is Michael Windle registered with FINRA?
No. Michael Windle has no current broker registration.
How can I verify Michael Windle’s record?
Search CRD 5955972 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Windle’s full registration record.