ME
Michelle L. Eldridge
CLEAR RIDGE WEALTH MANAGEMENT
Kalamazoo, MI 49007
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CRD#: 4389009
ME
Professional summary
Michelle Larabee Eldridge, CPWA®, who also goes by Shelly Eldridge, Michelle M. Larabee, Shelly Larabee, is a registered financial advisor currently at CLEAR RIDGE WEALTH MANAGEMENT, LLC located in Kalamazoo, Michigan.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michelle has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shelly Eldridge | Michelle M. Larabee | Shelly Larabee
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.
MERCANTILE BANK, NON-INVESTMENT RELATED, 310 LEONARD STREET NW, GRAND RAPIDS, MI 49504, BANKING, BOARD DIRECTOR, AS OF DEC. 2007, 16 HRS/MO, 8 HR/ MO DURING SECURITIES TRADING HOURS, BOARD MEMBER, REVIEW AND APPROVE LOANS, REVIEW AND APPROVE POLICIES.--- KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION INVESTMENT COMMITTEE, INVESTMENT RELATED, 6767 WEST O AVENUE, KALAMAZOO, MI 49009, COLLEGE FOUNDATION, TO PROVIDE STUDENT SCHOLARSHIPS, MEMBER, AS OF JULY 1, 2014, APPROXIMATELY 1 HR/MO, 1 HR/MO DURING TRADING HOURS, SERVE ON INVESTMENT COMMITTEE WHICH COLLECTIVELY MAKES PORTFOLIO MANAGEMENT RECOMMENDATIONS TO FULL BOARD.--- WESTERN MICHIGAN UNIVERSITY FOUNDATION INVESTMENT COMMITTEE, INVESTMENT RELATED, 1903 W MICHIGAN AVE, KALAMAZOO, MI 49008, COLLEGE FOUNDATION TO SUPPORT COLLEGE OPERATIONS, MEMBER, AS OF NOVEMBER 2021, MEMBER OF INVESTMENT COMMITTEE, 2 HRS/MO, 1 HR/MO DURING SECURITY TRADING HOURS, MONITOR INVESTMENT PORTFOLIO FOR FOUNDATION, RECOMMENDATIONS TO THE BOARD, FOUNDATION EMPLOYS CONSULTANT TO AID IN PORTFOLIO MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Larabee Eldridge'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®
CPWA®
Start date: 2009-04-10
Expire date: 2023-03-31
Experience
Current
November 7, 2014 - Present
CLEAR RIDGE WEALTH MANAGEMENT, LLC
Office #1: 259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007RIA
CRD#: 172689
Kalamazoo, MI
Past
May 21, 2010 - September 22, 2014
LVM CAPITAL MANAGEMENT LTD
RIA
CRD#: 111039
PORTAGE, MI
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".
CR
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC | RISE WEALTH MANAGEMENT, LLC | RISE FINANCIAL, LLC
CRD#: 172689 / SEC#: 801-121285
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/1/2021 Terminated)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
Michigan(11/7/2014)
IAR
Texas(3/4/2025)
Exams
Current Firm
CR
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC | RISE WEALTH MANAGEMENT, LLC | RISE FINANCIAL, LLC
CRD#: 172689 / SEC#: 801-121285
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/1/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007
Mailing Address
Phone number
(269) 381-1700
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 378 |
| AUM (Assets Under Management) | $ 200,058,083 |
Red Flags
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Company Information
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD#: 172689Kalamazoo, MI 49007TRUST BUT VERIFY
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