Michelle N Poirier

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2015 → 04/2026
  Sugarlove Llc
  Lone Tree, CO
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
• 10/2021 → Present
  South Suburban Parks And Recreation
  Lone Tree, CO
• 01/2024 → Present
  Polished Events Llc
  Denver, CO

Other Businesses

POLISHED EVENTS, LLC; NOT INV RELATED; DENVER, CO; 100% OWNER; 01/08/2024; 1 HOUR PER MONTH; 0 DURING TRAINING; PROVIDE PLANNING AND ONSITE EVENT MANAGEMENT | SUGARLOVE, LLC; NOT INV RELATED; DENVER, CO; 100% OWNERSHIP; 05/20/2015; 1 HOUR PER MONTH; 0 DURING TRADING; MANAGE SALES OF BOOKS/BAKED GOODS | BOOK AUTHOR; NOT INV RELATED; DENVER, CO; 100% OWNERSHIP; 05/20/2015; 1 HOUR PER MONTH; 0 DURING TRADING; BOOK AUTHOR AND OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-09
• S63 Uniform Securities Agent State Law Examination
  1998-03-06

Other Names

• Michelle Nancy Poirier