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Chicago Partners Investment Group LLC | CFP ®,PFS ® (Certifications)

location

Honolulu, HI

0 Disclosures

ADVISOR BIO

Michelle Tucker is an investment advisor representative registered with Chicago Partners Investment Group LLC in Honolulu, HI. Michelle has over 20 years of experience in the financial services industry, and is a Certified Financial Planner and a Personal Financial Specialist. Michelle has held previous roles with Royal Alliance Associates, Inc., 1st Global Capital Corp., MML Investors Services, Inc., and H.D. Vest Investment Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
401K PLAN OPTION REVIEW & MONITORING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ROCHESTER, MN

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Lynn Mikkalson has been in the securities industry since 1992. Michelle is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2009. Michelle was previously registered with UBS Financial Services Inc. and Piper Jaffray & Co. Michelle has licenses for both Series 63 and Series 7 exams and the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Michelle Eleanor Kruger is a Certified Financial Planner® with The Colony Group, LLC, a firm with over $21 billion in assets under management. Michelle has been in the industry since 2011 and has specialized in financial planning for individuals, families, and businesses. Michelle's clients benefit from her broad experience and commitment to helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

PHOENIX, AZ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Kuhlman is a financial advisor with Robert W. Baird & Co. Inc., with over 26 years of experience in the financial services industry. Michelle is a Series 7 and Series 63 licensed professional. Prior to joining Robert W. Baird & Co. Inc., Michelle was with MOORS & CABOT, INC.. Michelle has a long track record of experience working with individuals, high-net-worth individuals, corporations, businesses, trusts, and estates.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

BOK Financial Securities, Inc.

location

Tulsa, OK

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Dickason is a registered representative at BOK Financial Securities, Inc. Michelle has been in the financial services industry since June 2002. Michelle holds a Series 63, Series 7, and SIE license. Michelle is registered in Oklahoma and has been registered with FINRA since September 2003. Michelle is currently located in Tulsa, Oklahoma. Michelle specializes in a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Michelle is committed to providing her clients with the best possible service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Danville, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Baran is a registered investment advisor representative with T. Rowe Price Associates, Inc. Michelle has been in the financial services industry since 2002 and has experience with a variety of clients including individuals, businesses, investment companies, and pooled investment vehicles. Michelle has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise. Michelle holds the Series 6, 7, 63, and 65 licenses. Michelle is also registered in 53 states and the District of Columbia. Michelle's previous employment includes Eaton Vance Distributors, Inc. and Eaton Vance Management.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Captrust | CFA ® (Certifications)

location

Leawood, KS

0 Disclosures

ADVISOR BIO

Michelle Elizabeth Trouve is a financial advisor at Captrust, a firm that provides a range of investment advisory services. Michelle has been in the industry since July 2002, and joined Captrust in October 2022. She is a Chartered Financial Analyst, and is registered to provide investment advice in Kansas and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michiko Emma Fox is an investment advisor representative with RBC Capital Markets, LLC. Michiko has been in the industry since March 19, 2012, and holds the Series 16 exam. Michiko specializes in a variety of investment areas and has experience working with a wide range of clients, including corporations, individuals, high-net-worth individuals, and charitable organizations. Michiko was previously employed by Rencap Securities, Inc. in New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning

location

Wentzville, MO

0 Disclosures

ADVISOR BIO

Mick Anthony Keeven is an investment advisor representative registered in Missouri with Creative Planning. Mick has been in the financial services industry since 2017 and has experience working with clients of different types, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Mick holds a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Orion Portfolio Solutions, LLC | CFP ® (Certifications)

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Mickey Ellison is an investment advisor representative with Orion Portfolio Solutions, LLC. Mickey has been in the financial industry since 1999 and has a wealth of experience in providing financial advice to a variety of clients. Mickey's firm offers a wide range of services, including portfolio management for individuals, businesses, and pooled investment vehicles. Mickey is also a Certified Financial Planner. Mickey is registered to provide investment advice in Nebraska.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles

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