Michelle Orellana has been an investment adviser representative at Spark Financial Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners.
Spark Financial Advisors, LLC is a Richmond, VA firm with $147M under management, 164 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Michelle Orellana is Financial Planner of Spark Financial Advisors. Orellana's background in tax led to financial planning.
Michelle Orellana’s longest registration was 5 years at Verus Financial Partners (2018–2024). Before joining Spark Financial Advisors in 2024, Michelle Orellana was registered through Verus Financial Partners.
- Spark Financial AdvisorsCurrent– present · 2 yearsRichmond, VA · Adviser representative · Firm CRD 296914
- Verus Financial Partners– · 5 yearsRichmond, VA · Adviser representative · Firm CRD 106744
Professional designations
Listed by Spark Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Orellana is registered as an investment adviser representative in 4 states. The first approvals date from March 2024; the most recent is Pennsylvania, in May 2024.
- North CarolinaSince 22 April 2024
- PennsylvaniaSince 7 May 2024
- TexasSince 18 March 2024
- VirginiaSince 18 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6816719
- Firm
- Spark Financial Advisors · CRD 296914
- Office
- 7130 GLEN FOREST DRIVE, SUITE 110, Richmond, VA 23226
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sparkfinancialadvisors.com
Where does Michelle Orellana work?
Michelle Orellana is an investment adviser representative registered through Spark Financial Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Orellana a financial advisor?
Yes. Michelle Orellana has a current investment-adviser registration in North Carolina, Pennsylvania, Texas and Virginia, through Spark Financial Advisors since March 2024.
How many years of experience does Michelle Orellana have?
Michelle Orellana has 8 years in the financial industry, since October 2018, across 2 adviser firms.
What exams has Michelle Orellana passed?
Michelle Orellana passed the Series 65 in September 2018.
Where did Michelle Orellana work before Spark Financial Advisors?
Before Spark Financial Advisors, Michelle Orellana was registered through Verus Financial Partners, September 2018 to February 2024.
Where is Michelle Orellana based?
Michelle Orellana’s registered office is in Richmond, VA.
Is Michelle Orellana registered with FINRA?
No. Michelle Orellana has no current broker registration.
Is Michelle Orellana a CFP?
Spark Financial Advisors lists Michelle Orellana with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Michelle Orellana, CFP® biography, sparkfinancialadvisors.com
How can I verify Michelle Orellana’s record?
Search CRD 6816719 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Orellana’s full registration record.
