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Michelle L. Ash, CFP®, CASL®

Michelle L. Ash, CFP®, CASL®
Other Names: Michelle Lynne Ash, Michelle Lynne Mcclain
Firm:
Paragon Wealth Strategies, LLC.
Chief Compliance Officer/Member/Manager
Type: RIA
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Description

Michelle Ash specializes in comprehensive wealth management, retirement planning strategies, and assisting clients with specialized planning in areas such as tax planning, pension valuation calculations, and retirement withdrawal strategies.

As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle believes in a holistic ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 9 Level 9 Contributor 0 Answers and 3 Financial Guides

Top Answers

Michelle L. Ash, CFP®, CASL® has not answered any questions on Financial Q&A.

Top Guides

Eight Steps for Widows to Financial Well-Being

Published Apr 11, 2012
5 votes
EIGHT STEPS FOR WIDOWS TO FINANCIAL WELL-BEING If you are reading this worksheet for widows because of recently losing your spouse, I offer my condolences. The loss of one’s life partner is never easy in ...(more)

Nine Common Mistakes a Woman Needs to Know About Before She Retires

Published Mar 21, 2012
10 votes
Nine Common Mistakes A Woman Needs to Know About Before She Retires So you are about ready to retire…..congratulations! It may be one of the most exciting times in your life. Retiring is also a ...(more)

Surviving Divorce Financially

Published Mar 21, 2012
4 votes
Divorce – I doubt any of us who have experienced it ever set out from the beginning ofour marriage intending to get divorced. Now when I work with people divorcing, I findthat potential divorcees often ...(more)
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Tips for the Tireless Caregiver

Caring for elderly family can be exhausting! Here are some tips to make it easier.

Mars and Venus

Men and Women really ARE different - from a financial standpoint!

Social Media

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Paragon Wealth Strategies, LLC. 4 years, 11 months Jun 2008 - Present
Paragon Wealth Strategies, LLC. 5 years, 2 months Mar 2008 - Present
Aig Financial Advisors, Inc. 2 years, 8 months Oct 2005 - Jun 2008
The Householder Group 3 years, 5 months Jan 2005 - Jun 2008
Sunamerica Securities 9 months Jan 2005 - Oct 2005
First Command Bank 2 months Oct 2004 - Dec 2004
First Command Financial Planning, Inc. 2 years, 6 months Jun 2002 - Dec 2004
Independent Contractor 2 months Apr 2002 - Jun 2002
Independent Contractor 1 year, 1 month Mar 2001 - Apr 2002
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 11/09/2009, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
11/09/2009
11/09/2009
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Principal Examination Series 24 05/14/2007
General Securities Representative Examination Series 7 03/01/2005
Uniform Investment Adviser Law Examination Series 65 10/04/2004
Uniform Securities Agent State Law Examination Series 63 04/26/2004
Investment Company Products/Variable Contracts Representative Examination Series 6 07/29/2002

Firm Compensation Arrangements

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Fee Only
Advisor

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

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