Michelle Lynn Wanless

Employer firm

Allium Financial Advisors, LLC CRD 288462

$734M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2018
  Purshe Kaplan Sterling Investments, Inc.
  Portland, OR
• 07/2015 → 04/2017
  Tru Independence Asset Management, Llc Dba Valda
  Portland, OR
• 05/2017 → 08/2018
  E2I Advisors, Llc [Formerly Wealth Bridge Solutions, Llc]
  Portland, OR
• 08/2018 → 04/2024
  D.A. Davidson & Co.
  Vancouver, WA
• 06/2024 → Present
  Allium Financial Llc
  Lake Oswego, OR

Previous Registrations

• 2018-08-16 → 2024-05-06
  D.A. Davidson & Co.
  Vancouver, WA
• 2018-05-30 → 2018-09-19
  E2I Advisors, Llc
  Portland, OR
• 2013-05-01 → 2015-07-21
  Steward Partners Investment Solutions, Llc
  Portland, OR
  Portland, OR
• 2011-01-03 → 2013-03-04
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
• 2008-06-05 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Portland, OR
• 2006-01-09 → 2008-05-23
  Key Investment Services Llc
  Portland, OR
• 2004-03-11 → 2006-01-04
  Keybanc Capital Markets Inc.
  Portland, OR
• 2004-02-12 → 2004-02-23
  Ameriprise Advisor Services, Inc.
  Tigard, OR

Other Businesses

Notary for state of Washington; non-investment related; Vancouver, WA; Notary Public; Starting 11/5/2018; 1 hr/annually and during securities trading hours; provide notary services.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-18

Other Names

• Michelle Lynn Wanless
• Michellle Lynn Wanless