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Michelle Marie Robertson-Hallock

Edward Jones

Lake City, MN

CRD 7368705

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
MN RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-03-12
  • MN RA
    APPROVED
    Since 2026-01-05

Branch Locations

800 W Lyon Ave Ste #1, Lake City, MN 55041 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2024 Present
Treasure Island Resort & Casino Red Wing MN 03/2008 05/2021
Edward Jones Lake City MN 05/2021 10/2024
  • 10/2024 → Present
    St Louis, MO
  • 03/2008 → 05/2021
    Treasure Island Resort & Casino
    Red Wing, MN
  • 05/2021 → 10/2024
    Lake City, MN
Other Businesses

Rental Property Type of business: Rental Property - House Red Wing, MN Start date: 6/11/2021 Co-Owner Hours per week: 0 Hours during trading: 0 Husband owns rental house.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15
Other Names
  • Michelle Marie Robertson
  • Michelle Marie Robertson-Thall
  • Michelle Marie Robertson

View on SEC IAPD

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