Michelle E. Moses
ME FINANCIAL, PLLC | President & Owner
Phoenix, AZ 85012
Some features on this profile are disabled
CRD#: 4836249
Professional summary
Michelle Evard Moses, CFP®, who also goes by Michele Evard, Michelle Lynn Evard, Michelle Evard, Michelle Lynn Moses, is a registered financial advisor currently at ME FINANCIAL, PLLC located in Phoenix, Arizona and INNOVATIVE ADVISORY GROUP located in Phoenix, Arizona.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michelle has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Biography
I’m Michelle Evard-Moses, CFP® professional, the founder of Me Financial. I formed my business because I saw how confused people were with their finances. I wanted to create a place where they could get honest, personalized advice, without being sold to.
Much of what I do is helping people achieve what they want and feel financially fulfilled.
I enjoy investing outside of the stock market. For this reason, real estate and alternative investments are often utilized. Everything from hotels, self-storage to residential real estate.
I’m originally from Kansas City and graduated from Miami University in Oxford, OH. I hold my CERTIFIED FINANCIAL PLANNER ™ certification and am a licensed REALTOR®. I host the Me Financial Podcast and have served on many non-profit boards, been a regular on TV and radio, and appeared in numerous magazines and newspapers.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michele Evard | Michelle Lynn Evard | Michelle Evard | Michelle Lynn Moses
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.
LIFE INS And Annuities/1HRS/WK MEETING WITH CLIENTS,ASSESSING NEEDS,FILLING OUT APPLICATIONS DURING SECURITIES TRADING HOURS... BLUE CROSS&BLUE SHIELD/HEALTH INS//NOT INVESTMENT/BROKER,0HR PER MNTH
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Evard Moses'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®
Experience
Current
March 16, 2007 - Present
ME FINANCIAL, PLLC
Office #1: 3033 N. Central Ave. #640, Phoenix, AZ 85012RIA
CRD#: 143070
Phoenix, AZ
Current
August 11, 2025 - Present
INNOVATIVE ADVISORY GROUP
RIA
CRD#: 146618
Phoenix, AZ
Past
March 11, 2008 - April 24, 2009
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
PHOENIX, AZ
Past
September 22, 2005 - April 3, 2007
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
PHOENIX, AZ
Past
August 16, 2004 - April 24, 2009
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
PHOENIX, AZ
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".
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 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
Arizona(3/16/2007)
IAR
Missouri(1/31/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)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
394 Lowell Street, Suite 8, Lexington, MA 02420
Mailing Address
Po Box 750073, Arlington, MA 02475
Phone number
(781) 577-2782
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 790 |
| AUM (Assets Under Management) | $ 160,500,000 |
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
INNOVATIVE ADVISORY GROUP
President & OwnerCRD#: 146618Phoenix, AZ 85012TRUST BUT VERIFY
Monitor Michelle Moses
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
