Michelle Klisanich
Investment adviser representative at Navista Wealth Management, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$709.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Cabot Lodge Securities LLCOct 2024 to now
- Navista Wealth Management, dba Financial Wise DivorceOct 2024 to now
- Navista Wealth Management, Inc.Jul 2024 to now
- Modern LifeJun 2022 to now
- Mannheim Properties, LLCMar 2022 to now
- Mk Financial Services, LLCAug 2016 to now
- Birch Cove Group, Ltd dba Financially Wise DivorceMar 2021 to Sep 2024
- Birch Cove Group, Ltd.May 2020 to Sep 2024
- Raymond James Financial Services Advisors, Inc.May 2020 to Sep 2024
- Raymond James Financial Services, Inc.May 2020 to Sep 2024
- Raymond James Insurance Group, IncMay 2020 to Sep 2024
- Thrivent Financial for LutheransJun 2006 to May 2020
- Thrivent Investment Management, Inc.Jun 2006 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Navista Wealth Management, Inc.
$709.6MAssets managed
402Clients
4Advisers
2 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
- 4692982
- Firm CRD
- 332373