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MW

Michele K. Wiens

AMERICAN ALTERNATIVE CAPITAL
Ann Arbor, MI 48108
Some features on this profile are disabled
CRD#: 4797322
MW

Professional summary


Michele Kyoko Wiens, who also goes by Michele Kyoko Lien, Michele Wiens, is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Ann Arbor, Michigan.

Michele is registered as a RR (Registered Representative) and started their career in finance in 2004. Michele has worked at 6 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michele Kyoko Lien | Michele Wiens

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michele Kyoko Wiens'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®
None

Experience


Current

October 21, 2025 - Present

AMERICAN ALTERNATIVE CAPITAL, LLC

Office #1: 3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
BD
CRD#: 309956
Ann Arbor, MI
Past

January 6, 2021 - November 12, 2024

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

June 3, 2019 - March 20, 2020

EMERSON EQUITY LLC

BD
CRD#: 130032
Scottsdale, AZ
Past

January 20, 2012 - May 7, 2019

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

November 17, 2009 - November 29, 2011

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
PHOENIX, AZ
Past

February 29, 2008 - November 6, 2009

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
SIMSBURY, CT
Past

October 21, 2005 - February 29, 2008

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
PHOENIX, AZ
Past

May 28, 2004 - October 15, 2004

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(10/21/2025)
RR
Alaska
(10/21/2025)
RR
Arizona
(10/28/2025)
RR
Arkansas
(10/21/2025)
RR
California
(10/21/2025)
RR
Colorado
(10/21/2025)
RR
Connecticut
(10/21/2025)
RR
Delaware
(10/21/2025)
RR
District of Columbia
(10/21/2025)
RR
Florida
(10/21/2025)
RR
Georgia
(10/21/2025)
RR
Hawaii
(10/21/2025)
RR
Idaho
(10/21/2025)
RR
Illinois
(10/21/2025)
RR
Indiana
(10/21/2025)
RR
Iowa
(10/21/2025)
RR
Kansas
(10/21/2025)
RR
Kentucky
(10/21/2025)
RR
Louisiana
(10/21/2025)
RR
Maine
(10/21/2025)
RR
Maryland
(10/21/2025)
RR
Massachusetts
(10/21/2025)
RR
Michigan
(10/21/2025)
RR
Minnesota
(10/21/2025)
RR
Mississippi
(10/21/2025)
RR
Missouri
(10/21/2025)
RR
Montana
(10/21/2025)
RR
Nebraska
(10/21/2025)
RR
Nevada
(10/21/2025)
RR
New Hampshire
(10/21/2025)
RR
New Jersey
(10/21/2025)
RR
New Mexico
(10/21/2025)
RR
New York
(10/21/2025)
RR
North Carolina
(10/21/2025)
RR
North Dakota
(10/21/2025)
RR
Ohio
(10/21/2025)
RR
Oklahoma
(10/21/2025)
RR
Oregon
(10/21/2025)
RR
Pennsylvania
(10/21/2025)
RR
Puerto Rico
(10/21/2025)
RR
Rhode Island
(10/21/2025)
RR
South Carolina
(10/21/2025)
RR
South Dakota
(10/21/2025)
RR
Tennessee
(10/21/2025)
RR
Texas
(10/21/2025)
RR
Utah
(10/21/2025)
RR
Vermont
(10/21/2025)
RR
Virgin Islands
(10/21/2025)
RR
Virginia
(10/21/2025)
RR
Washington
(10/21/2025)
RR
West Virginia
(10/21/2025)
RR
Wisconsin
(10/21/2025)
RR
Wyoming
(10/21/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/24/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/21/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AA
AMERICAN ALTERNATIVE CAPITAL, LLC
AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: , 8-70651

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Phone number
(248) 428-8002
Established
Colorado since 07/06/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CARPE DIEM I, LLCMEMBER
CONCORDE INVESTMENT PARTNERS, LLCOWNER/MANAGING MEMBER
DELUNA, LORI MARIECHIEF COMPLIANCE OFFICER5087442
KAMMEYER, JOSHUA JAMESPRINCIPAL OPERATIONS OFFICER5745175
KAVANAUGH, JASON PATRICKPRESIDENT, DESIGNATED PRINCIPAL2693303

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


AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956Ann Arbor, MI 48108

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