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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ann Thelen is a financial advisor with Morgan Stanley. Michelle has been in the financial services industry since 2000 and has extensive experience in helping individuals, families, and businesses achieve their financial goals. Michelle holds a Series 3, 7, and 66 license, and is registered with the state of Michigan as both a broker and an investment advisor representative. Michelle has previously worked for Berghoff & Company, Stifel, Nicolaus & Company, Vining Sparks, and JP Morgan Securities. Michelle is dedicated to providing her clients with personalized financial advice and guidance, and she is committed to helping them reach their investment goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
02/20/2020 - Present
Wealthpenn.comllc (Troy MI)
IL
12/05/2012 - 08/12/2015
BERGHOFF & COMPANY, INC. (CHICAGO IL)
MI
10/02/2006 - 11/07/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM MI)
MI
06/27/2006 - 10/12/2006
VINING SPARKS (BIRMINGHAM MI)
NY
01/23/2001 - 02/14/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/08/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 3/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/14/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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