Michelle L. Wanless

ALLIUM FINANCIAL ADVISORS

Lake Oswego, OR 97034

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CRD#: 4522058

Professional summary

Michelle Lynn Wanless, who also goes by Michelle Lynn Wanless, Michellle Lynn Wanless, is a registered financial advisor currently at ALLIUM FINANCIAL ADVISORS, LLC located in Lake Oswego, Oregon.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michelle has worked at 12 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Lynn Wanless | Michellle Lynn Wanless

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.

Notary for state of Washington; non-investment related; Vancouver, WA; Notary Public; Starting 11/5/2018; 1 hr/annually and during securities trading hours; provide notary services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Wanless's CRS (Customer Relationship Summary).

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

June 20, 2024 - Present

ALLIUM FINANCIAL ADVISORS, LLC

Office #1: 310 N State Street Suite 208, Lake Oswego, OR 97034

RIA

CRD#: 288462

Lake Oswego, OR

Past

August 16, 2018 - May 6, 2024

D.A. DAVIDSON & CO.

RIA

CRD#: 199

Vancouver, WA

Past

August 16, 2018 - May 6, 2024

D.A. DAVIDSON & CO.

CRD#: 199

Vancouver, WA

Past

May 30, 2018 - September 19, 2018

E2I ADVISORS, LLC

RIA

CRD#: 285987

PORTLAND, OR

Past

July 9, 2015 - August 10, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Portland, OR

Past

May 1, 2013 - July 21, 2015

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 1254

PORTLAND, OR

Past

April 17, 2013 - July 21, 2015

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

January 3, 2011 - March 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTLAND, OR

Past

January 3, 2011 - March 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

June 5, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

PORTLAND, OR

Past

June 5, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

PORTLAND, OR

Past

January 9, 2006 - May 23, 2008

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

PORTLAND, OR

Past

January 9, 2006 - May 23, 2008

KEY INVESTMENT SERVICES LLC

CRD#: 136300

PORTLAND, OR

Past

March 19, 2004 - January 4, 2006

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

March 11, 2004 - January 4, 2006

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

PORTLAND, OR

Past

February 12, 2004 - February 23, 2004

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

TIGARD, OR

Past

May 2, 2002 - November 17, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 2, 2002 - November 17, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

ALLIUM FINANCIAL ADVISORS, LLC

CRD#: 288462 / SEC#: 801-110536

RIA

Registered Investment Advisory firm - (5/16/2017 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.

Highlighted states indicate IAR registrations

IAR

California
(6/20/2024)

IAR

Oregon
(6/24/2024)

IAR

Texas
(6/21/2024)

IAR

Washington
(6/25/2024)

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 66

Date: 5/18/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/25/2007

General Securities Principal Examination

Current Firm

ALLIUM FINANCIAL ADVISORS, LLC

CRD#: 288462 / SEC#: 801-110536

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

310 N State Street Suite 208, Lake Oswego, OR 97034

Mailing Address

Phone number

(877) 487-6860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250225 ADV 2A DISCLOSURE BROCHURE - ALLIUM FINANCIAL ADVISORS (6/6/2025)

Regulatory assets under management

Total Number of Accounts	680
AUM (Assets Under Management)	$ 638,921,337

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/29/2025	Cover Page	Report
02/20/2024	Cover Page	Report
01/24/2023	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.

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Advisor Monitoring

Firm Stability Insights

Michelle L. Wanless

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Wanless's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

E2I ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

AMERIPRISE ADVISOR SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ALLIUM FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2018

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2002

Series 24

Date: 8/25/2007

Current Firm

ALLIUM FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLIUM FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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