Michelle WarnerCRD Number: 3042903
Current Firm: Northern Capital Management, Inc.
Michelle Warner (CRD# 3042903) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Capital Retirement Plan Services, Inc.||Spokane, WA||Jan 2012 - Current||5|
|Northern Capital Management, Inc.||Spokane, WA||May 1997 - Current||19|
|Ncm Securities, Inc.||Spokane, WA||May 1997 - Feb 2016||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management249MILLIONS
Total Number of Accounts1,669ACCOUNTS
Average Account Value$148,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AZ, CA, CO, HI, ID, LA, MT, NE, OR, TX, WA