Michelle Cross (CRD# 6094223) is an Investment Advisor Representative working at Mariner Wealth in Sarasota, FL and has over 11 years of experience in the finance industry. Michelle Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Sarasota, FL | Aug 2021 - Current | 2 |
| Allegiant Private Advisors, LLC | Sarasota, FL | Sep 2020 - Jul 2021 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Aug 2019 - Sep 2020 | 1 |
| Cross County Divorce Consulting | Sarasota, FL | Sep 2017 - Aug 2019 | 1 |
| H. Beck, Inc. | Bethesda, MD | Apr 2016 - Aug 2019 | 3 |
| Michelle Cross, Insurance | Sarasota, FL | Oct 2012 - Aug 2019 | 6 |
| Ameriprise Financial Services | Sarasota, FL | Jul 2015 - Apr 2016 | < 1 |
| Ameriprise Financial Services | Wilmington, DE | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- FL
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
-
Average Account Value$611,818
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.