Michelle Lynne Monteleone

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 08/2014 → Present
  Retirement Plan Professionals
  Tucson, AZ
• 05/2016 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

MICHELLE MONTELEONE ART POSITION: Artist NATURE: Art/painting mixed media INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2017 ADDRESS: 439 N 6th Ave, #179, Tucson AZ 95705, United States DESCRIPTION: I make artwork (mostly paintings) as a hobby. I sell them on occasion. RETIREMENT PLAN PROFESSIONALS, Is Investment Related, DBA, Financial Professional, 07/13/2017,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. MONTE FRANK INVESTMENTS LLC; NOT INVESTMENT RELATED; STATUTORY AGENT AND MEMBER; BUSINESS NATURE: FAMILY REAL ESTATE INVESTMENTS; ZERO HOURS PER MONTH AND 0 HOURS PER MONTH TRADING; ADDRESS: 6745 NORTH CATALINA AVENUE, TUCSON AZ 85718; NO COMPENSATION; BUSINESS DUTY DISCRIPTION: ASSIST FINDING REAL ESTATE FOR MY FAMILY AS INVESTMENT (NOT AS A REALTOR) THERE ARE CURRENTLY NO ASSETS ASSOCIATED WITH THIS LLC.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-13

Other Names

• Michele Lynne Monteleone