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Michelle L. Mahnke

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CRD#: 3031633
MM
Michelle Lynn Mahnke

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michelle Lynn Mahnke, CFP®, who also goes by Michelle Lynn Christensen, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 1998. Michelle had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Michelle Lynn Christensen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2005

Experience

Past

September 16, 2016 - July 1, 2026

CAPITAL ANALYSTS

RIA
CRD#: 162200
Lombard, IL
Past

February 1, 2005 - July 1, 2026

LINCOLN INVESTMENT

RIA
CRD#: 519
LOMBARD, IL
Past

February 1, 2005 - July 1, 2026

LINCOLN INVESTMENT

BD
CRD#: 519
LOMBARD, IL
Past

March 20, 2001 - January 31, 2005

PMG ASSET MANAGEMENT INC

RIA
CRD#: 110825
HOFFMAN ESTATES , IL
Past

August 1, 2000 - January 31, 2005

PMG SECURITIES CORPORATION

BD
CRD#: 27107
ELGIN, IL
Past

June 12, 1998 - August 1, 2000

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
ELGIN, IL

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".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA
Registered Investment Advisory firm - (4/17/2012 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/28/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA
Registered Investment Advisory firm - (4/17/2012 Approved)
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Contact information

Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (8/13/2025)
CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (8/13/2025)

Regulatory assets under management

Total Number of Accounts26,578
AUM (Assets Under Management)$ 8,713,202,466

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/22/2025
Cover Page
Report
08/28/2024
Cover Page
Report
09/27/2023
Cover Page
Report
03/29/2023
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.

Company Information

CAPITAL ANALYSTS

CRD#: 162200

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