Michelle R. Howell
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BROOKLYN PARK, MN
Some features on this profile are disabled
CRD#: 4374131
Professional summary
Michelle Rang Howell, CFP®, who also goes by Michelle Rang Mcglynn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brooklyn Park, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Edina, Minnesota.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michelle has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I have worked for over 21 years in the securities industry to support clients and their families with wealth planning strategies. People choose to work with me for my integrity, proactive relationship management skills, and commitment to educating clients around both established and innovative new approaches to financial planning.
Question & Answer
What are your service offerings?
Divorce Planning
Investment Planning
Estate Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Michelle Rang Mcglynn
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.
OBA-116209|OrgNmn:Shiloh Temple International Ministries|Org Addr:Minneapoli,Minnesota,US|OBA Nature:church |Invst Rel:N|Title:Trustee|Duties:Consult around community involvement, youth programs, membership growth and building maintentance, capital campaigns|StrtDt:01-27-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Rang Howell'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®
CFP®
Start date: 2009
Education
University of Minnesota
Bachelor of Arts (BA) - Sociology of Law
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7740 France Ave South, Edina, MN 55435-5847RIA
CRD#: 104555
BROOKLYN PARK, MN
Current
March 3, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7740 France Ave South, Edina, MN 55435-5847BD
CRD#: 7784
Edina, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDINA, MN
Past
December 17, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDINA, MN
Past
April 20, 2005 - June 26, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDINA, MN
Past
June 5, 2002 - November 1, 2004
STRONG CAPITAL MANAGEMENT INC
RIA
CRD#: 106638
OAKDALE, MN
Past
June 27, 2001 - November 1, 2004
STRONG INVESTMENTS, INC.
BD
CRD#: 15658
MENOMONEE FALLS, WI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/23/2020)
RR
Arizona(1/5/2006)
RR
Arkansas(10/24/2011)
RR
California(1/13/2012)
RR
Colorado(9/20/2019)
RR
District of Columbia(9/12/2025)
RR
Florida(1/4/2006)
RR
Hawaii(8/20/2012)
RR
Illinois(11/4/2019)
RR
Iowa(3/4/2005)
RR
Kansas(9/20/2019)
RR
Michigan(4/9/2019)
RR
Minnesota(3/8/2005)
IAR
Minnesota(3/31/2025)
RR
Montana(7/18/2023)
RR
Nevada(2/23/2016)
RR
New Hampshire(10/24/2012)
RR
New Jersey(8/8/2020)
RR
New York(12/19/2019)
RR
North Carolina(9/20/2019)
RR
North Dakota(3/8/2005)
RR
Pennsylvania(8/3/2015)
RR
South Carolina(4/9/2019)
RR
South Dakota(3/8/2005)
RR
Tennessee(1/6/2023)
RR
Texas(1/16/2014)
IAR
Texas(3/31/2025)
RR
Virgin Islands(4/29/2025)
RR
Virginia(9/12/2025)
RR
Washington(11/21/2014)
RR
Wisconsin(3/7/2005)
RR
Wyoming(10/24/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Brooklyn Park, MNTRUST BUT VERIFY
Monitor Michelle Howell
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
