Unclaimed Profile

Michelle Lynn Wanless

E2I ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 66, Series 99TO22 years registeredE2I ADVISORS, LLC

111 SW 5TH AVENUE, PORTLAND, OR 97204CRD# 4522058Firm CRD# 285987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Lynn Wanless · PORTLAND, OR

Registration

CRD #4522058 · E2I ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ALLIUM FINANCIAL ADVISORS, LLC

Jun 2024 – present

D.A. DAVIDSON & CO.

Aug 2018 – May 2024

Vancouver, WA

E2I ADVISORS, LLC

May 2018 – Sep 2018

PORTLAND, OR

UMPQUA INVESTMENTS, INC.

May 2013 – Jul 2015

PORTLAND, OR

WELLS FARGO ADVISORS, LLC

Jan 2011 – Mar 2013

PORTLAND, OR

WELLS FARGO INVESTMENTS, LLC

Jun 2008 – Jan 2011

PORTLAND, OR

KEY INVESTMENT SERVICES LLC

Jan 2006 – May 2008

PORTLAND, OR

MCDONALD INVESTMENTS INC.

Mar 2004 – Jan 2006

PORTLAND, OR

H&R BLOCK FINANCIAL ADVISORS, INC.

Feb 2004 – Feb 2004

TIGARD, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · February 12, 2004

Years registered · 22

Disclosure History

2013Employment Separation After Allegations

2003Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

E2I ADVISORS, LLC

CRD 285987 · SEC 801-111058

AUM

$194M

Regulatory assets under management

Employees

281 client accounts

Services offered by E2I ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at E2I ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Lynn Wanless offer?

Michelle Lynn Wanless specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Michelle Lynn Wanless's credentials?

Michelle Lynn Wanless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Lynn Wanless located?

Michelle Lynn Wanless is based in PORTLAND, Oregon, working with E2I ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Michelle Lynn Wanless charge for services?

Michelle Lynn Wanless's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is E2I ADVISORS, LLC?

E2I ADVISORS, LLC has approximately 5 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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