Years of Experience
5-20+ Years
SCOTTSDALE, AZ
0 Disclosures
ADVISOR BIO
Michelle Decker is an investment advisor representative with Stoker Ostler, a Part of BMO Financial Group, in Scottsdale, AZ. Michelle Decker has been working in the financial services industry since February 1998. Michelle Decker is a Certified Financial Planner and holds a Series 65 license. Michelle Decker specializes in retirement planning, college savings and estate planning. Michelle Decker has worked at Stoker Ostler, a Part of BMO Financial Group since February 1998. Stoker Ostler, a Part of BMO Financial Group is an investment advisor registered with the SEC. The firm offers a wide range of financial services, including financial planning, investment management and retirement planning. The firm's clients include high net worth individuals, charitable organizations and individuals other than high net worth individuals. Stoker Ostler, a Part of BMO Financial Group has approximately $2,556,150,742 in regulatory assets under management. Michelle Decker is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
22 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Page is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Michelle has previously held positions with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., WACHOVIA SECURITIES, LLC, EVERGREEN INVESTMENT SERVICES, INC., and AMERICAN SKANDIA MARKETING, INC. Michelle holds Series 6, Series 63, SIE and Series 99TO licenses. Michelle specializes in financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Scottsdale, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Robert is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC located in Scottsdale, AZ. Michelle has been in the industry since 2023, with previous experience at WELLS FARGO CLEARING SERVICES, LLC. Michelle holds a Series 63, 6TO and SIE licenses. Michelle focuses on investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals.
SPECIALIZATIONS
SCOTTSDALE, AZ
4 Years Experience
1 Disclosures
ADVISOR BIO
Michelle McGee is a financial advisor at Osaic Wealth, Inc. in Scottsdale, Arizona. Michelle has been in the financial industry for over 3 years and has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Michelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
23 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Susanne Hansen is a financial advisor with over 20 years of experience in the industry. Michelle currently works for Osaic Wealth, Inc., a firm with over 43,000 clients. Prior to joining Osaic Wealth, Inc., Michelle was a registered representative with Triad Advisors LLC. Michelle has passed the Series 6, Series 7, and Series 24 exams and holds the SIE designation. Michelle has a broad range of experience and specializes in providing financial planning, pension consulting, and portfolio management services to individual clients, businesses, and pension and profit-sharing plans.
SPECIALIZATIONS
SCOTTSDALE, AZ
25 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Arrowood Brooks is a registered investment advisor representative with Osaic Wealth, Inc. Michelle has been in the financial services industry since 1999. Michelle has been a registered investment advisor representative with Raymond James Financial Services, Inc. since 2003, and with SagePoint Financial, Inc. since 2022. Michelle has also worked for Peoples Bank, Peoples Investment Services, and First Citizens Investor Services, Inc.
SPECIALIZATIONS
SCOTTSDALE, AZ
18 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Jeannette Hannan is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michelle is a registered representative and investment advisor representative. Michelle has been in the industry for more than 15 years, and has experience in providing financial planning and investment advice to individuals, families, and businesses. Michelle is registered with the following states: Arizona, California, Idaho, Tennessee, Texas, Virginia, and Washington. Michelle's professional licenses include: Series 66, Series 7 and SIE. Michelle's areas of specialization include retirement planning, college savings, estate planning, and insurance. Michelle is dedicated to helping her clients reach their financial goals.
SPECIALIZATIONS
Scottsdale, AZ
28 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Elliott is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Morgan Stanley in Scottsdale, Arizona. Michelle has held previous positions with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle holds Series 7, Series 63, and SIE licenses.
SPECIALIZATIONS
SCOTTSDALE, AZ
9 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Bergmann is a financial advisor who has been in the industry since January 2016. Michelle is currently registered with United Planners' Financial Services of America A Limited Partner and holds registrations in both Arizona and Wisconsin. Michelle has previously worked with PFS Investments Inc., Woodbury Financial Services, Inc., and SII Investments, Inc. Michelle has a diverse background, having worked in a variety of roles in the financial services industry. Michelle is also involved in the community, serving as a treasurer for the Marathon County Literacy Council. Michelle specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michelle has a strong commitment to helping her clients achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
13 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Tiffany Morris is a financial professional with extensive experience in the industry, starting her career in 2011. Michelle currently works at Osaic Wealth, Inc. Michelle has held previous roles at several other firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, and SAGEPOINT FINANCIAL, INC.. Michelle holds several industry licenses and designations, including Series 7, Series 27, Series 63, Series 99TO, and SIE. Michelle offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
SPECIALIZATIONS