Michele N. Von Hoven

PEBBLE MANAGEMENT GROUP

METAIRIE, LA 70002

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CRD#: 1483130

Professional summary

Michele Nami Von Hoven, who also goes by Michele Namivonhoven, Michele Nami Vonhoven, Michele Vonhoven, is a registered financial advisor currently at PEBBLE MANAGEMENT GROUP located in Metairie, Louisiana.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michele has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele Namivonhoven | Michele Nami Vonhoven | Michele Vonhoven

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.

MICHELE NAMI, CIVIL LAW NOTARY, 4744 AVRON BLVD METAIRIE, LA 70006, NON INVESTMENT, DUTIES: NOTARIZE DOCUMENTS, AFFIDAVITS, POWER OF ATTORNEY, INCORPORATIONS, WILLS, TIME DEVOTED: 10% 2. REALTY EXECUTIVES, REALTOR, NON INVESTMENT, 3525 HESSMER AVE, METAIRIE, LA, DUTIES: LISTING AND SALES OF REAL ESTATE/LAND PROPERTY VALUATIONS, TIME DEVOTED: 5%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Nami Von Hoven's 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®

None

Experience

Current

March 15, 2010 - Present

PEBBLE MANAGEMENT GROUP

Office #1: 3500 N. Causeway Blvd. Suite 160, Metairie, LA 70002

RIA

CRD#: 151255

METAIRIE, LA

Past

September 2, 2009 - March 3, 2010

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

SLIDELL, LA

Past

June 28, 2006 - August 15, 2008

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

INCLINE VILLAGE, NV

Past

January 17, 2005 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

March 30, 2004 - July 14, 2004

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

METAIRIE, LA

Past

December 12, 2003 - July 14, 2004

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

ENGLEWOOD, CO

Past

October 13, 1999 - December 2, 2003

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 11, 1993 - October 13, 1999

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

February 8, 1993 - August 17, 1993

INSIGHT SECURITIES, INC.

CRD#: 5611

HIGHLAND PARK, IL

Past

December 13, 1989 - April 7, 1992

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 13, 1989 - April 7, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

July 3, 1986 - December 31, 1989

PW SECURITIES, INC.

CRD#: 6775

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

Louisiana
(3/15/2010)

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: 9/16/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2003

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/5/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/31/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PEBBLE MANAGEMENT GROUP

PEBBLE MANAGEMENT GROUP | PEBBLE MANAGEMENT GROUP, LLC

CRD#: 151255 / SEC#: 801-70500

RIA

Registered Investment Advisory firm - (7/25/2012 Terminated)

Louisiana

Registered Investment Advisory firm - (6/13/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3500 N. Causeway Blvd. Suite 160, Metairie, LA 70002

Mailing Address

Phone number

(504) 401-0179

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 15,100,000

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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Advisor Monitoring

Firm Stability Insights

Michele N. Von Hoven

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Nami Von Hoven's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

WESTERN INTERNATIONAL SECURITIES, INC.

PAN-AMERICAN FINANCIAL ADVISERS

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

CETERA ADVISORS LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INSIGHT SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PW SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2013

Series 63

Date: 1/25/1993

Series 7

Date: 11/12/2003

Series 22

Date: 12/5/1986

Series 6

Date: 7/2/1986

Series 26

Date: 1/31/2000

Current Firm

PEBBLE MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEBBLE MANAGEMENT GROUP

TRUST BUT VERIFY

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