Michelle A. Klisanich

NAVISTA WEALTH MANAGEMENT

EDINA, MN 55439

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CRD#: 4692982

Professional summary

Michelle Ann Monson Klisanich, CFP®, who also goes by Michelle Ann Gonzalez, Michelle Ann Monson Klisanich, Michelle A Monson, Michelle Ann Monson, Michelle Ann Monson Klisanich, is a registered financial advisor currently at NAVISTA WEALTH MANAGEMENT, INC. located in Edina, Minnesota and CABOT LODGE SECURITIES LLC located in Minnetonka, Minnesota.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michelle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Ann Gonzalez | Michelle Ann Monson Klisanich | Michelle A Monson | Michelle Ann Monson | Michelle Ann Monson Klisanich

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.

1) MK Financial Services, LLC, Investment Related, Minneapolis, MN, holding company for P&L purposes for he taxes, Owner, 8/1/2016, 3 hours per month, 3hours during trading hours, provide financial services, professional coaching, training and systems related to [practice management and mastering a niche, this involves be a paid speaker at industry events. 2) Modern Life, Not Investment Related, Littleton, CO, fixed annuity and life insurance business written through them, Agent, 6/1/2022. 5 hours per month, 5 hours during trading hours, fixed annuity and life insurance business written through them. 3) Navista Wealth Management, Investment Related, Minneapolis, MN, RIA, Independent Contractor, 10/1/2024, 140 hours per month, 120 hours per month during trading hours, fee based planning and fee based asset management is done under this RIA. 4) Navista Wealth Management, dba Financial Wise Divorce (FWD), Investment Related, Minneapolis, MN, FWD is the branding name used for divorce financial planning service to serve divorcing clients, Divorced Financial Planner, CDFA, 10/1/2024, 15 hours per month, 9 hours during trading hours, client hire me as their divorce financial planner to create a divorce plan and guidance as they work with their divorce attorney. 5) Mannheim Portfolio, LLC, not securities investment related, Minneapolis, MN, real estate investment in commercial property in Chicago, Investor, 3/23/2022, 1 hour per month, zero hours during trading hours, no ongoing duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Monson Klisanich'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 5, 2024 - Present

NAVISTA WEALTH MANAGEMENT, INC.

Office #1: 7201 Ohms Lane Suite 100, Edina, MN 55439

RIA

CRD#: 332373

EDINA, MN

Current

October 1, 2024 - Present

CABOT LODGE SECURITIES LLC

Office #1: 10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

CRD#: 159712

Minnetonka, MN

Past

July 1, 2020 - November 1, 2024

BIRCH COVE GROUP, LTD.

RIA

CRD#: 148926

MINNEAPOLIS, MN

Past

May 1, 2020 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MINNEAPOLIS, MN

Past

May 1, 2020 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MINNEAPOLIS, MN

Past

December 19, 2013 - May 4, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

GOLDEN VALLEY, MN

Past

July 10, 2006 - May 4, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

GOLDEN VALLEY, 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".

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 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.

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

Iowa
(10/1/2024)

IAR

Minnesota
(9/5/2024)

Minnesota
(10/1/2024)

IAR

Texas
(9/5/2024)

Wisconsin
(10/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

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Contact information

Main Address

10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

Mailing Address

Phone number

(612) 315-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVISTA WEALTH ADV BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,503
AUM (Assets Under Management)	$ 632,647,268

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 A. Klisanich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Monson Klisanich's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

BIRCH COVE GROUP, LTD.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

NAVISTA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2006

FINRA

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVISTA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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