Michelle R. Damon

CAHILL FINANCIAL ADVISORS

Edina, MN 55439

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CRD#: 1175791

Professional summary

Michelle Ruth Damon, CFP®, who also goes by Michelle Robinson Damon, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michelle has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Robinson Damon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Director and General Board Member for Camp Amnicon which is a non-profit wilderness camp for families and youth, charitable donations only, not providing any professional investment advice, no compensation, started on 7/7/2016, meet 4 times annually for about 3 hours during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ruth Damon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

February 15, 2018 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439

RIA

CRD#: 109890

Edina, MN

Past

December 20, 2013 - February 20, 2018

FELTL ADVISORS

RIA

CRD#: 165244

Inver Grove Heights, MN

Past

September 11, 2007 - February 20, 2018

FELTL & COMPANY

CRD#: 6905

INVER GROVE HEIGHTS, MN

Past

March 13, 2006 - September 14, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

EDINA, MN

Past

January 2, 2003 - September 14, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

EDINA, MN

Past

July 15, 1998 - July 14, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

July 15, 1998 - January 28, 2003

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 11, 1997 - May 11, 1998

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 3, 1997 - June 23, 1997

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

April 11, 1991 - June 23, 1997

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

July 3, 1989 - July 25, 1989

MJK CLEARING, INC.

CRD#: 8678

MINNEAPOLIS, MN

Past

April 15, 1988 - July 3, 1989

MCCLEES INVESTMENTS, INC.

CRD#: 18316

Past

August 5, 1986 - March 26, 1988

JM DISSOLUTION, INC.

CRD#: 6980

Past

June 26, 1984 - July 3, 1986

SECURITIES RESOLUTION CORPORATION

CRD#: 7119

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(2/15/2018)

IAR

Texas
(2/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 6/25/1984

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1988

General Securities Principal Examination

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

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Contact information

Main Address

7261 Ohms Lane, Edina, MN 55439

Mailing Address

Phone number

(952) 926-1659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,813
AUM (Assets Under Management)	$ 1,432,327,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
11/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michelle R. Damon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ruth Damon's CRS (Customer Relationship Summary).

Certified licenses

Experience

FELTL ADVISORS

FELTL & COMPANY

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

SECURIAN FINANCIAL SERVICES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MJK CLEARING, INC.

MCCLEES INVESTMENTS, INC.

JM DISSOLUTION, INC.

SECURITIES RESOLUTION CORPORATION

Primary Firm SEC Registration

CAHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2006

Series 63

Date: 3/7/1986

SIE

Date: 2/20/2018

Series 7

Date: 1/18/1986

Series 52

Date: 6/25/1984

Series 24

Date: 6/23/1988

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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