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Erica Ann Witmer

Investment Adviser Representative at MAINSTAY CAPITAL MANAGEMENT, LLC

Grand Blanc, MICRD #6089891Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Erica Ann Witmer has worked in the securities industry since 2016. They are registered to provide investment advisory services in Michigan.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Michigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/29/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 8/1/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/13/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
401k: First $75,0001.00%
401k: $75,000.01 to $150,0000.75%
401k: $150,000.01 to $250,0000.50%
401k: $250,000.01 to $500,0000.25%
401k: $500,000.01 to $1,000,0000.20%
401k: $1,000,000.01 to $3,000,0000.15%
401k: Over $3,000,0000.00%
Wealth Mgmt: First $200,0001.50%
Wealth Mgmt: $200,000.01 to $500,0001.00%
Wealth Mgmt: $500,000.01 to $1,000,0000.70%
Wealth Mgmt: $1,000,000.01 to $5,000,0000.50%
Wealth Mgmt: $5,000,000.01 to $20,000,0000.40%
Wealth Mgmt: Over $20,000,0000.00%
Account minimum: $200,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mainstay Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MAINSTAY CAPITAL MANAGEMENT, LLCCurrent
5/3/2016Grand Blanc, MI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erica Ann Witmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Erica Ann Witmer - Financial Advisor in Grand Blanc, MI | AdvisorFinder