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Michelle Christine Palmer

Accelerated Wealth Advisors LLC

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About Michelle Christine Palmer

Michelle Palmer is an investment advisor representative with Accelerated Wealth Advisors LLC. Michelle has been in the financial industry since 2014. Michelle holds the Series 63 and Series 66 licenses. Michelle works in the Bella Vista, AR office of Accelerated Wealth Advisors LLC. Michelle has been a Registered Representative with Accelerated Wealth Advisors LLC since 2021.

Firm Information

Michelle Palmer is currently registered with Accelerated Wealth Advisors LLC. Accelerated Wealth Advisors LLC is an investment advisor headquartered in Colorado Springs, Colorado. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. They manage approximately $216,898,385 in assets and have 7 licensed agents, 4 investment advisor representatives, and 4 investment advisory functions.
Accelerated Wealth Advisors LLC

13570 MEADOWGRASS DR.

COLORADO SPRINGS, CO 80921

$216.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michelle Palmer’s Registration & Firm History

AR

05/15/2023 - Present

Accelerated Wealth Advisors LLC (BELLA VISTA AR)

CO

05/18/2020 - 08/02/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

04/15/2019 - 04/17/2020

CHARLES SCHWAB & CO., INC. (Colorado Springs CO)

CO

05/30/2018 - 04/04/2019

WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 08/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Christine Palmer.
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