Michelle Engle
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Analysts
Location
St. Petersburg, FL 33702
Credentials
Series 66
Industry experience
12 years
About
Michelle Engle is a financial advisor at Capital Analysts with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment Planning, Legend Advisory, and Ameriprise Financial Services. In addition to her advisory role, she provides life and disability insurance to clients. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, and institutional clients. The firm employs a quantitative investment process supported by an in-house research team and offers a range of discretionary and non-discretionary managed programs.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
Tax-loss harvesting
Passive / index investing
Active portfolio management
ESG / Sustainable investing
Fee options
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
Location
780 94th Ave. N, Suite 107
St. Petersburg, FL 33702
Most active in
Michelle E has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Lincoln Investment Planning, LLC
2018 - Present (8 years)
Legend Advisory, LLC
2018 - 2019 (1 year)
Ameriprise Financial Services, Inc.
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris S
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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