Michelle Marie Engle

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2013 → 11/2018
  Ameriprise Financial Services, Inc.
  Tampa, FL
• 11/2018 → 09/2019
  Legend Advisory, Llc
  Palm Beach Gardens, FL
• 11/2018 → Present
  Lincoln Investment Planning, Llc
  Fort Washington, PA

Previous Registrations

• 2018-11-08 → 2019-10-04
  Legend Advisory, Llc
  St. Petersburg, FL
  Palm Beach Gardens, FL
• 2014-03-18 → 2018-11-07
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

INSURANCE POSITION: Agent NATURE: Life and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2019 ADDRESS: 104 W. Reynolds Street #12 Plant City, FL 33563, United States DESCRIPTION: Providing Life and/or disability insurance to clients. Engle Enterprises, LLC, DBA Circle E. Farms Position: Co-Manager, 50% owner Nature: small farm with agriculture. Two rentals properties in the business name to help mitigate any personal liability with renters. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 6/30/2026 Address: 16222 Nolen Road Dade City, Florida 33523 Description: I keep track of the P&L statements, pay HOA dues, balance checking account, etc. Pick up feed or we will contact our realtor

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Other Names

• Michelle Marie Beil
• Michelle Marie Clinton