Inactive

Michele Wostbrock

West Palm Beach, FL

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Current Employers

Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2026-07-30
TX	RA	APPROVED	2026-07-30

AR RA
APPROVED

Since 2026-07-30
TX RA
APPROVED

Since 2026-07-30

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Centerton, AR • 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

Organization	City	State	From	To
All Star Financial	Minneapolis	MN	08/2015	09/2016
Capfinancial Partners Llc (Captrust)	Raleigh	NC	11/2022	06/2026
Fluently Financial, Llc	Seattle	WA	11/2021	11/2022
Pitchbook	Seattle	WA	03/2022	07/2022
Flourish Wealth Management	Minneapolis	MN	12/2017	11/2021
Us Bank	Minneapolis	MN	12/2016	12/2017
Facet	West Palm Beach	FL	07/2026	Present

08/2015 → 09/2016

All Star Financial

Minneapolis, MN
11/2022 → 06/2026

Capfinancial Partners Llc (Captrust)

Raleigh, NC
11/2021 → 11/2022

Fluently Financial, Llc

Seattle, WA
03/2022 → 07/2022

Pitchbook

Seattle, WA
12/2017 → 11/2021

Flourish Wealth Management

Minneapolis, MN
12/2016 → 12/2017

Us Bank

Minneapolis, MN
07/2026 → Present

Facet

West Palm Beach, FL

Previous Registrations

2023-02-03 → 2026-06-23

Captrust

Centerton, AR

Tampa, FL
2015-12-15 → 2016-09-20

All Star Financial Inc

Minneapolis, MN

Bloomington, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-24

S65 Uniform Investment Adviser Law Examination

2015-11-24

Designations

Other Names

Michele Marie Lenz
Michele Lenz

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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