Michele Wostbrock
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetJul 2026 to now
- Capfinancial Partners LLC (captrust)Nov 2022 to Jun 2026
- PitchbookMar 2022 to Jul 2022
- Fluently Financial, LLCNov 2021 to Nov 2022
- Flourish Wealth ManagementDec 2017 to Nov 2021
- US BankDec 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
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
- 6587736
- Firm CRD
- 285961