Michelle Lynn Ford

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 10/2015 → 11/2016
  Waddell & Reed, Inc
  Colorado Springs, CO
• 03/2016 → 11/2016
  Various Insurance Carriers For W&R Insurance Agencies
  Colorado Springs, CO
• 12/2016 → 03/2023
  Nova Financial & Insurance Services
  Colorado Springs, CO
• 03/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2018 → 07/2020
  Chicos Fas
  Colorado Springs, CO
• 09/2021 → 11/2021
  Shield Of David
  San Diego, CA
• 12/2016 → 07/2020
  Cumulus Radio
  Colorado Springs, CO
• 12/2016 → 03/2023
  Various Insurance Carriers For Nova Insurance Agencies
  Colorado Springs, CO
• 01/2013 → Present
  Freedom Blast Llc
  Colorado Springs, CO

Previous Registrations

• 2016-12-13 → 2023-06-05
  Nova Financial Services
  Colorado Springs, CO
  Tucson, AZ
• 2016-01-14 → 2016-11-15
  Waddell & Reed
  Colorado Springs, CO

Other Businesses

(1) Freedom Blast, LLC; Not investment related; PO Box 88264, Colorado Springs, CO 80908; Owner; Current Events/Education Blog; Start 1/29/2013; 0 hr. devoted. (2) The Wheat Box, LLC; Not Investment related; PO Box 88264, Colorado Springs, CO 80908; Owner; Wheat & Grain Distributor; Start 8/25/2019; 1 hr/mo, 0 during trading. (3) Wolverine Self Defense, LLC; Not investment related; PO Box 88264, Colorado Springs, CO 80908; Owner; Self Defense/Krav Maga School; Start 12/10/2022; 24 hr/mo, 0 during trading. (4) AirBnB; Not investment related; 7104 Forestgate Drive, Colorado Springs, CO 80908; Travel Host, Host, Start 6/2015; 4 hrs/mo, 0 during trading. (5) Integrated Financial Wellness; DBA; Investment Related; 2975 Broadmoor Valley Road, Suite 204, Colorado Springs, CO 80906; Financial Advisory and Planning; Financial Advisor; Start 3/28/2023; 160 hr/mo, 160 hr/mo during trading. (6) Michelle Morin - Fixed Insurance; Not investment related; 2975 Broadmoor Valley Road, Suite 204; Colorado Springs, CO 80906; Agent ; Fixed Insurance sales; Start 9/21/2023; 5 hrs./mo. during trading. (7) US Law Shield; Not Investment Related; 1020 Bay Area Blvd Houston, TX 77058; Legal Defense for Self Defense; Retail Affiliate through my school Wolverine Self Defense, LLC; Start 8/21/2025; 0 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-14

Other Names

• Michelle Wasserott
• Michelle Lynn Morin
• Michelle Lynn Wasserott Morin