Michelle I Wilson
Investment adviser representative at LPL Enterprise, LLC
17 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Michelle I Wilson? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
17 years in the industry.
- LPL Enterprise, LLCFeb 2025 to now
- Self-employmentOct 2024 to Feb 2025
- Jgc Wealth Management, LLCSep 2023 to Oct 2024
- Johnson, Glaze, & Co. PcSep 2023 to Oct 2024
- Arboretum Ranch Home In Country SettingSep 2018 to May 2020
- Detached Guest HouseMar 2018 to Nov 2022
- Windflower HouseSep 2016 to Apr 2019
- Avantax Investment Services, Inc.Apr 2011 to Sep 2023
- Tax and Wealth Management, LLPJan 2009 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
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
- 5685110
- Firm CRD
- 8733