Michelle Bones (CRD# 7829678) is an Investment Advisor Representative working at First Command Advisory Services in Aiea, HI and has 1 year of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services, Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Advisory Services , Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Insurance Services , Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Brokerage Services, Inc. | Fort Worth, TX | Nov 2023 - Apr 2024 | < 1 |
Tactical Revolution | Dallas, TX | Dec 2023 - Dec 2023 | < 1 |
Unemployed | Dallas, TX | Oct 2023 - Nov 2023 | < 1 |
Extended Travel | Dallas, TX | Nov 2022 - Sep 2023 | < 1 |
Coral Crater Adventure Park | Kapolei, HI | Apr 2022 - Oct 2022 | < 1 |
Kapolei Golf Club | Kapolei, HI | Jan 2022 - Apr 2022 | < 1 |
Unemployed | Dallas, TX | Oct 2021 - Dec 2021 | < 1 |
Richards Design | Falmouth, MA | Sep 2020 - Sep 2021 | 1 |
Unemployed | Buzzards Bay, MA | May 2020 - Aug 2020 | < 1 |
Hydroid | Pocasset, MA | Nov 2019 - Apr 2020 | < 1 |
Unemployed | Buzzards Bay, MA | Aug 2019 - Oct 2019 | < 1 |
Highliner Coffee | Sitka, AK | Mar 2019 - Jul 2019 | < 1 |
Unemployed | Sitka, AK | Dec 2018 - Feb 2019 | < 1 |
Barrios Technology | Houston, TX | Jan 2017 - Nov 2018 | 1 |
Happyfeet Dallas | Dallas, TX | Aug 2016 - Dec 2016 | < 1 |
Unemployed | Dallas, TX | Jun 2016 - Jul 2016 | < 1 |
Full-time Student | Fort Wayne, IN | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- HI
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.