MS
MS

Michelle Jeanene Snow

9 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Loading...

Location

3130 W. Maple Loop Dr, Suite 130, Lehi, UT, 84043

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michelle is the Owner/President of NorthStar Wealth Management Inc., dedicating about half of her time to wealth management and insurance services. She is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity.

Employment History
Current Registrations
Pyxis Capital INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Advisory Alpha, LLC
March 2020 - November 2022 · 2 yrs 8 mos
Fort Advisors
January 2019 - April 2019 · 3 mos
Sowell Management
July 2017 - May 2020 · 2 yrs 10 mos
Alphastar Capital Management, LLC
May 2016 - July 2017 · 1 yr 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.