Michelle Lynn Wanless
Investment adviser representative at Allium Financial Advisors, LLC
11 yearsExperience
4 statesRegistered in
$733.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Allium Financial Advisors, LLCJun 2024 to now
- Allium Financial LLCJun 2024 to now
- D.A. Davidson & Co.Aug 2018 to Apr 2024
- E2i Advisors, LLC [formerly Wealth Bridge Solutions, LLC]May 2017 to Aug 2018
- Purshe Kaplan Sterling Investments, Inc.Jul 2015 to Aug 2018
- Tru Independence Asset Management, LLC dba ValdaJul 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Allium Financial Advisors, LLC
$733.5MAssets managed
243Clients
7Advisers
9 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
- 4522058
- Firm CRD
- 288462