Michelle
Klisanich
Navista Wealth Management, Inc
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About this Advisor
Michelle Klisanich is a financial advisor based in Minneapolis, Minnesota, working with Navista Wealth Management, Inc. Michelle has previously held positions at Thrivent Investment Management, Inc, Raymond James Financial Services Advisors, Inc, Birch Cove Group, LTD, Birch Cove Group, LTD Dba Financially Wise Divorce, Raymond James Insurance Group, Inc, Thrivent Financial For Lutherans, Raymond James Financial Services, Inc, Navista Wealth Management, Inc, Navista Wealth Management, Dba Financial Wise Divorce, Mk Financial Services, LLC, Modern Life, Cabot Lodge Securities LLC, and Mannheim Properties, LLC. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Michelle is part of Navista Wealth Management, Inc, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 11 employees. Navista Wealth Management, Inc manages assets totaling $632.6 million and serves both charitable organizations and high-net-worth individuals. The firm offers financial planning services and portfolio management for individuals and small businesses. The fee structure at Navista Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navista Wealth Management, Inc Brokerage Details
$632,647,268
11
1,503
$420,923
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Klisanich Work History
Navista Wealth Management, Inc
Navista Wealth Management, Dba Financial Wise Divorce
Cabot Lodge Securities LLC
Modern Life
Mannheim Properties, LLC
Mk Financial Services, LLC
Birch Cove Group, LTD Dba Financially Wise Divorce
Raymond James Financial Services Advisors, Inc
Birch Cove Group, LTD
Raymond James Insurance Group, Inc
Raymond James Financial Services, Inc
Thrivent Investment Management, Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of Michelle Klisanich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navista Wealth Management, Inc
Hopkins, MN
Minneapolis, MN
Hopkins, MN
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