Michelle Patello, financial advisor Fort Collins CO
90 score

Michelle Patello

CRD Number: 5961020
Current Firm: Advice And Planning Services

Michelle Patello (CRD# 5961020) is an Investment Advisor Representative working at Advice And Planning Services in Fort Collins, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Fort Collins, CO Aug 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Fort Collins, CO Aug 2014 - Current 2
Transamerica Financial Advisors, Inc. Fort Collins, CO Jul 2011 - Aug 2014 3
Homemaker Fort Collins, CO Aug 2007 - Jul 2011 3
Old Second National Bank Aurora, IL Dec 2005 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Michelle P. Patello
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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