Michelle Leigh Hall

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 04/2023 → Present
  Creative Planning Llc
  Overland Park, KS
• 06/2006 → 12/2016
  Alpha & Omega Financial Management Consultants Inc.
  La Mesa, CA
• 01/2017 → 03/2022
  Oneamerica Retirement Services
  Indianapolis, IN
• 04/2022 → 03/2023
  The Retirement Advantage
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-07

Other Names

• Michelle Ham