Claim Profile
MS

Michelle Lynn Smalenberger

KABAREC FINANCIAL ADVISORS LTD·PALATINE, Illinois
Unclaimed Profile
220 N. SMITH ST., PALATINE, IL 60067-2488CRD# 6058074Firm CRD# 105689
01

About

Michelle Lynn Smalenberger is a registered financial advisor based in PALATINE, Illinois, affiliated with KABAREC FINANCIAL ADVISORS LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KABAREC FINANCIAL ADVISORS LTD
KABAREC FINANCIAL ADVISORS LTD
AUM
$194M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6058074
Firm CRD# 105689
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALATINE?

Browse all registered financial advisors in PALATINE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michelle Lynn Smalenberger offer?
Michelle Lynn Smalenberger specializes in Financial Planning, Investment Management. Contact their office in PALATINE, Illinois for a consultation.
What are Michelle Lynn Smalenberger's credentials?
Michelle Lynn Smalenberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lynn Smalenberger located?
Michelle Lynn Smalenberger is based in PALATINE, Illinois, working with KABAREC FINANCIAL ADVISORS LTD. Their office serves clients in the PALATINE metropolitan area and surrounding communities.
How does Michelle Lynn Smalenberger charge for services?
Michelle Lynn Smalenberger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KABAREC FINANCIAL ADVISORS LTD?
KABAREC FINANCIAL ADVISORS LTD has approximately 5 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty