Michelle Orellana
Investment adviser representative at Spark Financial Advisors
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$147.1MFirm 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 feeOther
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.
- Spark Financial Advisors, LLCFeb 2024 to now
- Verus Financial Partners, Inc.Dec 2021 to Feb 2024
- Verus Financial PartnerDec 2017 to Dec 2021
- Good Neighbor HomesAug 2016 to Dec 2017
- Verus Financial PartnerFeb 2016 to Apr 2017
- VcuAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (NC, PA, TX, VA).
Spark Financial Advisors
Legal name: Spark Financial Advisors, LLC
$147.1MAssets managed
164Clients
3Advisers
1 yearIn 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
- 6816719
- Firm CRD
- 296914