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Michelle Lynn Campbell

Investment adviser representative at Pine Grove Financial Group
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

18 years in the industry.

  1. Pine Grove Financial GroupMar 2020 to now
  2. Callahan Financial PlanningApr 2008 to now
  3. Purshe Kaplan Sterling Investments, IncApr 2018 to Aug 2021
  4. Cetera Advisor Networks LLCJan 2013 to Mar 2018
  5. Advisornet Wealth Management dba Pine Grove Financial GroupAug 2012 to Jul 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (MN).

Pine Grove Financial Group

Legal name: Mlg Wealth Management, Inc.

$1.5BAssets managed
1,404Clients
14Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2171019
Firm CRD
308193
Advisor's SEC record (opens in a new tab)
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