Michelle M. Leisen
Professional summary
Michelle Myra Leisen, CFP®, who also goes by Michelle Myra Hedtke, is a registered financial advisor currently at WEALTH PLANNING GROUP LLC located in Minnetonka, Minnesota.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michelle has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Myra Leisen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
November 25, 2015 - Present
WEALTH PLANNING GROUP LLC
Office #1: 12800 Whitewater Drive Suite 100, Minnetonka, MN 55343December 17, 2013 - October 23, 2015
STRATEGIC ADVISERS LLC
August 8, 2006 - October 22, 2015
FIDELITY BROKERAGE SERVICES LLC
April 3, 2006 - June 26, 2009
STRATEGIC ADVISERS LLC
June 6, 2005 - August 8, 2006
FIDELITY DISTRIBUTORS COMPANY LLC
February 25, 2003 - May 31, 2005
LPL FINANCIAL LLC
September 18, 2001 - December 31, 2002
WALNUT STREET SECURITIES, INC.
November 28, 2000 - August 13, 2001
CHARLES SCHWAB & CO., INC.
October 23, 1998 - October 24, 2000
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2015)
Exams
Current Firm
WEALTH PLANNING GROUP LLC
CRD#: 281902 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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