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MF

Michelle R. Fjetland

ASPIRE CAPITAL ADVISORS LLC
Kirkland, WA 98033
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CRD#: 6934397
MF

Professional summary


Michelle Renee Fjetland, who also goes by Michelle Cooper, Michelle Fjetland, Michelle Wolfe, is a registered financial advisor currently at ASPIRE CAPITAL ADVISORS LLC located in Kirkland, Washington.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michelle has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michelle Cooper | Michelle Fjetland | Michelle Wolfe

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. 03/2018; KIRKLAND FINANCIAL ADVISERS, KIRKLAND, WA; INVESTMENT RELATED; MARKETING DBA; OFFICE ASSISTANT; DEVOTE 160 HRS DURING MARKET HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michelle Renee Fjetland'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

April 20, 2023 - Present

ASPIRE CAPITAL ADVISORS LLC

Office #1: 1524 Market St 100, Kirkland, WA 98033
RIA
CRD#: 298366
Kirkland, WA

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".
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 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
Washington
(4/20/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/20/2023
Uniform Investment Adviser Law Examination

Current Firm


AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)
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Contact information


Main Address
1815 North 45th Street Suite 105, Seattle, WA 98103
Mailing Address
Phone number
(206) 939-5615
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (23 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/26/2025)

Regulatory assets under management


Total Number of Accounts4,984
AUM (Assets Under Management)$ 1,007,298,969

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


ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366Kirkland, WA 98033

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