Michelle S. Raddell

INTENTIONAL WEALTH PARTNERS

Cleveland, OH

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CRD#: 7814873

Professional summary

Michelle Spangler Raddell, who also goes by Michelle Marie Spangler, is a registered financial advisor currently at INTENTIONAL WEALTH PARTNERS located in Cleveland, Ohio.

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Marie Spangler

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 Michelle Spangler Raddell'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

December 26, 2023 - Present

INTENTIONAL WEALTH PARTNERS

RIA

CRD#: 286157

Cleveland, OH

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

Ohio
(12/26/2023)

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: 10/11/2023

Uniform Investment Adviser Law Examination

Current Firm

INTENTIONAL WEALTH PARTNERS

GREAT LAKES INVESTMENT MANAGEMENT, LLC | INTENTIONAL WEALTH PARTNERS

CRD#: 286157 / SEC#:

California

Registered Investment Advisory firm - (6/18/2020 Approved)

Louisiana

Registered Investment Advisory firm - (12/18/2024 Terminated)

Ohio

Registered Investment Advisory firm - (2/8/2017 Approved)

Texas

Registered Investment Advisory firm - (12/4/2018 Approved)

Virginia

Registered Investment Advisory firm - (8/18/2021 Approved)

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).

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Contact information

Main Address

7017 Pearl Rd Suite 12, Cleveland, OH 44130

Mailing Address

Phone number

(440) 545-1001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	228
AUM (Assets Under Management)	$ 50,176,506

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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Michelle S. Raddell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Spangler Raddell's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTENTIONAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2023

Current Firm

INTENTIONAL WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL WEALTH PARTNERS

TRUST BUT VERIFY

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