Michelle Ann Boeding

Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MULTI FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 02/2006 → Present
  United/Continental Airlines
  Chicago, IL
• 07/2016 → Present
  Lpl Financial, Llc
  Houston, TX
• 07/2016 → Present
  Symphony Financial Ltd Co
  Houston, TX

Previous Registrations

• 2013-10-04 → 2014-12-31
  Kms Financial Services, Inc.
  Bethlehem, PA
  Seattle, WA
• 2013-06-06 → 2013-12-31
  Pks Advisory Services, Llc
  Bethlehem, PA
  Albany, NY

Other Businesses

The name of the other business - United Airlines; whether the business is investment-related - No; the address of the other business - 17441 John F Kennedy Blvd, Houston, TX 77032; the nature of the other business - Airlines; your position - Pilot Trainer for Boeing 787; the start date of your relationship - 02/2006; the approximate number of hours/month you devote to the other business - 74; the number of hours you devote to the other business during securities trading hours - 74; and briefly describe your duties relating to the other business - train pilots.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-25