Michelle D. Fisher

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CRD#: 5080301

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michelle Diane Fisher, CFP®, who also goes by Michelle Diane Wilson, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2013. Michelle had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Michelle Diane Wilson

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. Mad Hatters Management, LLC-1825 Business Park Blvd, Suite E, Daytona Beach, FL 32114-Managment support company for financial and accounting firm business. 2. CFP Board Volunteer Member-1425 K. Street NW #800, Washington D.C. 20005--One hour weekly, not investment related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2018

Experience

Past

June 7, 2021 - December 13, 2022

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 139806

PALM COAST, FL

Past

May 13, 2015 - December 21, 2020

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

Orlando, FL

Past

February 19, 2015 - April 6, 2015

DOMANI WEALTH, LLC

RIA

CRD#: 174303

WYOMISSING, PA

Past

November 18, 2013 - February 23, 2015

PARENTEBEARD WEALTH MANAGEMENT LLC

RIA

CRD#: 152072

WYOMISSING, PA

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".

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD#: 139806 / SEC#: 801-80151

RIA

Registered Investment Advisory firm - (8/5/2014 Approved)

Florida

Registered Investment Advisory firm - (8/18/2014 Terminated)

Texas

Registered Investment Advisory firm - (8/18/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 10/10/2013

Uniform Investment Adviser Law Examination

Current Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD#: 139806 / SEC#: 801-80151

RIA

Registered Investment Advisory firm - (8/5/2014 Approved)

Florida

Registered Investment Advisory firm - (8/18/2014 Terminated)

Texas

Registered Investment Advisory firm - (8/18/2014 Terminated)

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Contact information

Main Address

1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114

Mailing Address

Phone number

(386) 253-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A RETIREMENT PLAN BROCHURE (2/28/2025)

BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 350,127,539

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/17/2024	Cover Page	Report
10/11/2023	Cover Page	Report
01/03/2023	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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Firm Stability Insights

Michelle D. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

DOMANI WEALTH, LLC

PARENTEBEARD WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2013

Current Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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