Michelle Klein is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with WEALTHERA FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHERA FINANCIAL PLANNING LLC | 2026-01-01 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2022-08-02 | 2025-02-05 | — |
| EDWARD D. JONES & CO., L.P. | 2019-02-06 | 2022-05-11 | — |