Bart Mackler
Senior Wealth Advisor
Detroit United States (Michigan)
Professional Status
Employed
Available
About Me
Bart Mackler is a Senior Wealth Advisor with over 25 years of experience in financial planning, investment strategy, and retirement consulting. Beginning his career as a trainee at Dean Witter in 1995 after earning his Political Economy degree from Hillsdale College, Bart built his foundation during a remarkable 21-year tenure with Bentley Lawrence Securities/Concorde Investment Services (1996-2017). His professional journey continued through positions at Great Lakes Wealth, TD Ameritrade (where he earned President's Club recognition), Raymond James, and briefly with MSU Federal Credit Union through LPL Financial, before joining Mainstay Capital Management in January 2025. Bart holds the Chartered Retirement Planning Counselor℠(CRPC®) designation and is known for his client-centered, consultative approach that emphasizes long-term security, tax-aware planning, and disciplined process. Married since 2010 and father to son Robert, Bart's personal commitment to relationships mirrors his professional dedication to helping countless individuals and families navigate complex financial decisions with confidence, integrity, and personalized guidance.
Senior Wealth Advisor
Mainstay Capital Management
Since 2025
- Deliver comprehensive retirement and investment strategies tailored to individual client goals
- Focus on long-term financial security, tax-aware planning, and client education
- Contribute to team-based approach in wealth management at one of Barron's "Top 100 Independent Financial Advisors" firms
- Craft personalized investment strategies, retirement plans, and wealth preservation tactics
Financial Advisor
TruStage
January 2023
to 2025
- Guided families and individuals through asset allocation, retirement readiness, and insurance planning.
- Developed personalized financial plans focusing on retirement income strategies and insurance solutions.
Wealth Advisor
MSU Federal Credit Union
2023
- Worked in partnership with credit union members to deliver holistic financial guidance.
- Utilized FINRA licenses and insurance credentials to offer comprehensive services to credit union members.
Sales and Marketing Specialist
Raymond James
2022
to 2023
- Supported regional growth initiatives, client onboarding, and business development efforts.
- Built marketing strategies aligned with client acquisition and relationship management.
Financial Consultant
TD Ameritrade
2019
to 2021
- Delivered retirement planning and investment solutions.
- Recognized as a President's Club member for high performance and client satisfaction.
Wealth Advisor
Great Lakes Wealth
2018
to 2019
- Managed client portfolios and created customized retirement income strategies.
- Focused on preservation and long-term growth.
Financial Consultant
Concorde Investment Services
1996
to 2017
- Worked continuously at the same firm under various mergers and name changes.
- Specialized in long-term portfolio planning and retirement solutions.
- Firm acquired by Concorde in April 2011.
- Retirement planning and income strategy development
- Comprehensive financial planning
- Asset allocation and portfolio management
- Investment strategy formulation
- Goal-based wealth management
- Tax-aware planning
- Estate planning considerations
- Insurance planning and solutions
- Wealth preservation tactics
- Long-term financial security planning
- Consultative approach to client engagement
- Building and maintaining long-term client relationships
- Client education and financial literacy
- Needs assessment and goal identification
- Relationship management
- Building trust through transparent communication
- Client acquisition and retention
- Marketing strategy development
- Client acquisition processes
- Business development initiatives
- Growth planning
- Client onboarding optimization
- Referral network development
- Partnership building with financial institutions
- Economic policy impacts on retirement planning
- Market cycle analysis and historical trends
- Behavioral finance principles and applications
- Macroeconomic factors affecting investment decisions
- Demographic shifts influencing financial planning
- Effective financial communication methods
- Educational approaches for different learning styles
- Simplifying complex financial concepts
- Multigenerational financial education
- Technology tools for financial understanding
