Michelle Mahoney is a CFP-designated registered investment advisor, based in West Des Moine, IA, with 25 years of industry experience.
Location
5745 Raccoon River Drive, SUITE 160, West Des Moine, IA, 50266
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Regulatory History
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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Michelle owns real estate and farmland properties in Ogden, IA, which are rented to third parties since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.