Michelle Hall (CRD# 7722293) is an Investment Advisor Representative working at Creative Planning in Alpine, CA and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning LLC | Overland Park, KS | Apr 2023 - Current | 1 |
| The Retirement Advantage | Appleton, WI | Apr 2022 - Mar 2023 | < 1 |
| Oneamerica Retirement Services | Indianapolis, IN | Jan 2017 - Mar 2022 | 5 |
| Alpha & Omega Financial Management Consultants Inc. | La Mesa, CA | Jun 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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