Michelle Klisanich has been an investment adviser representative at Navista Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners. Michelle Klisanich holds a Degree in Business and Spanish from Luther College.
Navista Wealth Management, Inc. is a Minnetonka, MN firm with $710M under management, 402 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Michelle Klisanich is Wealth Advisor with Navista Wealth. Klisanich works with professionals, executives and families, offering financial planning and investment advisory services, and has a special focus on divorce financial planning. Her work also includes building tax-efficient income strategies in retirement.
Michelle Klisanich’s longest registration was 6 years at Thrivent Investment Management Inc. (2013–2020). Before joining Navista Wealth Management in 2024, Michelle Klisanich was registered through Birch Cove Group, LTD. and Raymond James Financial Services Advisors, Inc.
- – present · 2 yearsMinnetonka, MN · Adviser representative · Firm CRD 332373
- Birch Cove Group, LTD.– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 148926
- Raymond James Financial Services Advisors, Inc– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 149018
- Thrivent Investment Management Inc.– · 6 yearsGolden Valley, MN · Adviser representative · Firm CRD 18387
Professional designations
Listed by Navista Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Michelle Klisanich is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- MinnesotaSince 5 September 2024
- TexasSince 5 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 August 2006 |
| Series 7 | General Securities Representative Examination | 7 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4692982
- Firm
- Navista Wealth Management · CRD 332373
- Office
- 10900 WAYZATA BLVD., SUITE 720, Minnetonka, MN 55305
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- navistawealth.com
Where does Michelle Klisanich work?
Michelle Klisanich is an investment adviser representative registered through Navista Wealth Management, Inc. since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Klisanich a financial advisor?
Yes. Michelle Klisanich has a current investment-adviser registration in Minnesota and Texas, through Navista Wealth Management since September 2024.
How many years of experience does Michelle Klisanich have?
Michelle Klisanich has 20 years in the financial industry, since July 2006, across 4 adviser firms.
What exams has Michelle Klisanich passed?
Michelle Klisanich has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Michelle Klisanich with the SIE, which began in October 2018.
Where did Michelle Klisanich work before Navista Wealth Management?
Before Navista Wealth Management, Michelle Klisanich was registered through Thrivent Investment Management Inc., December 2013 to May 2020.
Where is Michelle Klisanich based?
Michelle Klisanich’s registered office is in Minnetonka, MN.
Is Michelle Klisanich registered with FINRA?
Yes. Michelle Klisanich has a current broker registration, under CRD 4692982.
Source: FINRA BrokerCheck
Is Michelle Klisanich a CFP?
Navista Wealth Management lists Michelle Klisanich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michelle Klisanich’s record?
Search CRD 4692982 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michelle Klisanich’s full registration record.
