ME
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Michelle Elo

29 Years of Experience
Longview, WA
Broker

Michelle Elo is a registered investment advisor at Continental Investors Services, INC., based in Longview, WA, with 29 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 827 clients with $230M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
9 advisors
IM Fee
Planning only
Assets Under Management
$231.9M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1330 Broadway Street, P.O. Box 1717, Longview, WA, 98632-7552

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Continental Investors Services, INC.
December 2018 - Present · 7 yrs 10 mos
Continental Investors Services, INC.Broker
November 1996 - Present · 29 yrs 11 mos
Continental Investors Services, INC.
November 1996 - Present · 29 yrs 11 mos
Previous Registrations
Continental Investors Services, INC.
May 2001 - February 2011 · 9 yrs 9 mos
State Registrations15 states
AZCACOFLGAIDMONENJNVORPAUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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