Michelle Klisanich

Current Employers

Employment History

• 06/2006 → 05/2020
  Thrivent Investment Management, Inc.
  Golden Valley, MN
• 05/2020 → 09/2024
  Raymond James Financial Services Advisors, Inc.
  Minneapolis, MN
• 05/2020 → 09/2024
  Birch Cove Group, Ltd.
  Minneapolis, MN
• 03/2021 → 09/2024
  Birch Cove Group, Ltd Dba Financially Wise Divorce
  Minneapolis, MN
• 05/2020 → 09/2024
  Raymond James Insurance Group, Inc
  Minneapolis, MN
• 06/2006 → 05/2020
  Thrivent Financial For Lutherans
  Minnesota, MN
• 05/2020 → 09/2024
  Raymond James Financial Services, Inc.
  Minneapolis, MN
• 07/2024 → Present
  Navista Wealth Management, Inc.
  Minneapolis, MN
• 10/2024 → Present
  Navista Wealth Management, Dba Financial Wise Divorce
  Minnaepolis, MN
• 08/2016 → Present
  Mk Financial Services, Llc
  Minneapolis, MN
• 06/2022 → Present
  Modern Life
  Littleton, CO
• 10/2024 → Present
  Cabot Lodge Securities Llc
  Schamburg, IL
• 03/2022 → Present
  Mannheim Properties, Llc
  Minneapolis, MN

Previous Registrations

• 2020-07-01 → 2024-11-01
  Birch Cove Group, Ltd.
  Minneapolis, MN
• 2020-05-01 → 2024-10-02
  Raymond James Financial Services Advisors, Inc
  Minneapolis, MN
• 2013-12-19 → 2020-05-04
  Thrivent Investment Management Inc.
  Bloomington, MN
  Golden Valley, MN
  Bloomington, MN
  Shakopee, MN
  Golden Valley, MN
  St Louis Park, MN
  Golden Valley, MN

Other Businesses

1) MK Financial Services, LLC, Investment Related, Minneapolis, MN, holding company for P&L purposes for he taxes, Owner, 8/1/2016, 3 hours per month, 3hours during trading hours, provide financial services, professional coaching, training and systems related to [practice management and mastering a niche, this involves be a paid speaker at industry events. 2) Modern Life, Not Investment Related, Littleton, CO, fixed annuity and life insurance business written through them, Agent, 6/1/2022. 5 hours per month, 5 hours during trading hours, fixed annuity and life insurance business written through them. 3) Navista Wealth Management, Investment Related, Minneapolis, MN, RIA, Independent Contractor, 10/1/2024, 140 hours per month, 120 hours per month during trading hours, fee based planning and fee based asset management is done under this RIA. 4) Navista Wealth Management, dba Financial Wise Divorce (FWD), Investment Related, Minneapolis, MN, FWD is the branding name used for divorce financial planning service to serve divorcing clients, Divorced Financial Planner, CDFA, 10/1/2024, 15 hours per month, 9 hours during trading hours, client hire me as their divorce financial planner to create a divorce plan and guidance as they work with their divorce attorney. 5) Mannheim Portfolio, LLC, not securities investment related, Minneapolis, MN, real estate investment in commercial property in Chicago, Investor, 3/23/2022, 1 hour per month, zero hours during trading hours, no ongoing duties.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-21

Designations

Other Names

• Michelle A Monson
• Michelle Ann Monson
• Michelle Ann Gonzalez
• Michelle Ann Monson
• Michelle Ann Monson Klisanich
• Michelle Ann Monson Klisanich