Michelle Klisanich is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 20 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10900 Wayzata Blvd., Suite 720, Minnetonka, MN, 55305
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle owns MK Financial Services, LLC, a holding company, and is an agent for Modern Life, selling fixed annuities and life insurance. She is also an independent contractor and divorce financial planner for Navista Wealth Management and an investor in Mannheim Portfolio, LLC.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Navista Wealth Management, INC.
Previous Registrations
Birch Cove Group, LTD.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 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.
Exams
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