Michelle Holaren
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Beacon Pointe Advisors, LLCJun 2022 to now
- Wells Fargo AdvisorsDec 2021 to Jun 2022
- Wells Fargo Private BankFeb 2020 to Dec 2021
- Wells Fargo Wealth ManagementJul 2018 to Feb 2020
- Wells Fargo BankMay 2017 to Jul 2018
- Davinci StaffingFeb 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7515221
- Firm CRD
- 119290