Michelle
Acton

Private Wealth Asset Management

CRD#7518840
Investment Advisor
in West Des Moines, NE

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About this Advisor

Michelle Acton is a financial advisor based in West Des Moines, Nebraska, working with Private Wealth Asset Management. Michelle has previously held positions at Private Wealth Asset Management and Wells Fargo Bank, Na. Michelle has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michelle is part of Private Wealth Asset Management, which operates out of West Des Moines, Nebraska. The firm has 5 offices and 37 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Private Wealth Asset Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1901 Howard Street Suite 312
West Des Moines, NE 50265

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Private Wealth Asset Management Brokerage Details

Total Assets Under Management

$1,607,575,640

NE Average: $1,978,216,465
Total Number of Employees

37

NE Average: 226
Total Number of Accounts

1,781

NE Average: 7,467
Average Account Size

$902,625

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michelle Acton Work History

2022 - Present (3 years)

Private Wealth Asset Management

1985 - 2021 (36 years)

Wells Fargo Bank, Na

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michelle Acton 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 Private Wealth Asset Management

David Hillner
West Des Moines, NE
Ryan Nielsen
West Des Moines, NE
Benjamin Goethel
Omaha, NE
Timothy Durbin
Saint Louis, MO
Wendy Brekken
West Des Moines, NE
Aaron Curry
Midland, TX
Russell Samples
San Antonio, TX
Bryan Jarman
Midland, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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