Michelle Florence Lundahl

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2022 → 05/2023
  Ubs Financial Services
  Salt Lake City, UT
• 05/2017 → 11/2018
  Church Of Jesus Christ Of Latter Day Saints
  Columbia, SC
• 12/2018 → 01/2022
  Orangetheory Fitness
  Bountiful, UT
• 08/2015 → 05/2017
  Orangetheory Fitness
  Bountiful, UT
• 05/2023 → Present
  Raymond James & Associates, Inc.
  Cottonwood Heights, UT
• 05/2023 → 06/2024
  Buildbyb Llc
  Bountiful, UT

Previous Registrations

• 2022-12-20 → 2023-05-26
  Ubs Financial Services Inc.
  Salt Lake City, UT

Other Businesses

(1)Name of Business: KBH Creative Properties LLC Address: 326 N 2550 W, West Point, UT, 84015, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my husbands LLC. He owns the holding company which owns this LLC. Which then in turn owns the rental property. I am not apart of the LLC, I just help take care of the rental.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19

Other Names

• Michelle Florence Dalley
• Misha F Dalley
• Misha Lundahl