Michele Wostbrock

FACET

Centerton, AR

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CRD#: 6587736

Professional summary

Michele Wostbrock, who also goes by Michele Marie Lenz, Michele Lenz, is a registered financial advisor currently at FACET located in Centerton, Arkansas.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michele has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Michele Marie Lenz | Michele Lenz

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) - RIA

Click below to view Michele Wostbrock'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

July 30, 2026 - Present

FACET

RIA

CRD#: 285961

Centerton, AR

Past

February 3, 2023 - June 23, 2026

CAPTRUST

RIA

CRD#: 175112

Centerton, AR

Past

December 15, 2015 - September 20, 2016

ALL STAR FINANCIAL INC

RIA

CRD#: 110718

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".

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 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

Arkansas
(7/30/2026)

IAR

Texas
(7/30/2026)

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: 11/24/2015

Uniform Investment Adviser Law Examination

Current Firm

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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Contact information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Mailing Address

Phone number

(443) 376-6222

Established

Firm type

Fiscal year end

# of Employees

168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	39,720
AUM (Assets Under Management)	$ 6,037,907,630

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	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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Michele Wostbrock

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Wostbrock's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

CAPTRUST

ALL STAR FINANCIAL INC

Primary Firm SEC Registration

FACET

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2015

Current Firm

FACET

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FACET

TRUST BUT VERIFY

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