Michelle
Wanless
Allium Financial Advisors, LLC
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About this Advisor
Michelle Wanless is a financial advisor based in Lake Oswego, Oregon, working with Allium Financial Advisors, LLC. Michelle has previously held positions at Purshe Kaplan Sterling Investments, Inc, Umpqua Investments, Inc, Tru Independence Asset Management, LLC Dba Valda, E2I Advisors, LLC [Formerly Wealth Bridge Solutions, LLC], D.A. Davidson & Co, and Allium Financial LLC. Michelle has passed the Series 66 regulatory exam and is registered to provide services in California, Oregon, and Texas. Currently, Michelle is part of Allium Financial Advisors, LLC, which operates out of Lake Oswego, Oregon. The firm has 9 employees and manages assets totaling $558.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Allium Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allium Financial Advisors, LLC Brokerage Details
$558,157,158
9
763
$731,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michelle Wanless Work History
Allium Financial LLC
D.A. Davidson & Co
E2I Advisors, LLC [Formerly Wealth Bridge Solutions, LLC]
Purshe Kaplan Sterling Investments, Inc
Tru Independence Asset Management, LLC Dba Valda
Umpqua Investments, Inc
Disclosures
Please visit the SEC profile of Michelle Wanless 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 Allium Financial Advisors, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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