Michelle Lee Hagen

Advisor at Merrill — Fargo, ND Broadway N

Updated today

Credentials

Series 66

Experience

13 years

Location

Fargo, ND 58102

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,107 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Michelle Hagen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with clarity, confidence, and purpose by building personalized strategies aligned with their goals, values, and concerns. Since joining Merrill in 2019, she has provided access to comprehensive wealth management resources including investment strategy, retirement income planning, cash flow and wealth planning, trust and estate considerations, and philanthropic planning.

Michelle began her career with a degree in Finance and subsequently worked in corporate financial systems training teams. She then spent over 12 years as a business owner, gaining practical experience in client service, financial management, and entrepreneurship. Since entering the financial industry in 2012, she has remained committed to continuous growth and delivering high standards of care. She holds professional designations including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).

Outside of her professional work, Michelle is an active member of the Fargo Rotary Club. She enjoys golfing, playing pickleball, traveling, and cooking. She also values spending time supporting her daughter, who is completing a Master's degree as a Physician Assistant.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy General estate planning guidance Cash flow / budgeting

Demographic focus

Women Professionals Women's Finance

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Fargo, ND Broadway N

51 Broadway N

Fargo ND 58102

Advisors at this office

14

Most active in

North Dakota · Texas

Work history

13 years of industry experience

Bank of America, N.A.

2019 - Present • 7 years

Fargo, ND

Merrill

2019 - Present • 7 years

Fargo, ND

LPL Financial

2017 - 2019 • 2 years

Roseau, MN

Investment Centers of America, Inc.

2015 - 2017 • 2 years

Roseau, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Chad S

Series 65

Dilworth, MN

CTS Consulting, LLC

Chad Sapa is the sole advisor at CTS Consulting, LLC, an independent advisory firm based in Dilworth, MN. He holds a Series 65 designation and has 18 years of experience in financial advisory services. In addition to his advisory role, Sapa has served as Chief Financial Officer for Cass County Electric Cooperative, Inc. since 1991. CTS Consulting, LLC provides discretionary portfolio management and focused consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm integrates investment management with accounting and tax-planning services, offering personalized investment policies and a range of strategies tailored to client objectives.

Options & derivatives strategies
user avatar

Jerald H

Series 63, Series 66

West Fargo, ND

Strategic Financial Inc.

Jerald Hoffner is a financial advisor at Strategic Financial Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP for 10 years. Outside of advising, he owns and operates an insurance agency, Insurance Solutions Inc., and manages a family-owned rural real estate partnership. Strategic Financial Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm maintains an unusually large client base for a solo advisor and employs a range of analytical methods and investment strategies tailored to client goals.

Options & derivatives strategies Real estate investing Annuities
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Matthew B

Series 66

Fargo, ND

Cultivate Financial

Matthew Breker is a financial advisor at Cultivate Financial in Fargo, ND, with six years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Life Insurance Company, Bank of America, Merrill Lynch, and other firms prior to his current role. Outside of advising, he manages a family farm producing corn and soybeans in Rutland, ND. Cultivate Financial provides tailored investment management and financial planning services to individuals and institutional clients, including retirement plans, trusts, foundations, and profit-sharing plans. The firm employs a strategic asset allocation approach using both active and passive managers, third-party managers, and alternative investments when appropriate, and offers ongoing portfolio supervision and consulting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Nathan B

CFP®, Series 66

Fargo, ND

Eighth Wonder Investments

Nathan Bremer is a CFP® and holds a Series 66 designation with six years of industry experience. He is the sole advisor at Eighth Wonder Investments in Fargo, ND. His prior experience includes roles at LPL Financial, Bank Forward, Infinex Investments, Alerus, and The Bank of Tampa. Eighth Wonder Investments offers fee-based investment advisory and financial planning services to individuals and high-net-worth clients, providing discretionary portfolio management and customized planning that can include retirement, tax optimization, cash flow, and estate strategies. The firm employs a tactical allocation approach using a variety of securities and analytical methods to manage risk and performance while accommodating client-imposed investment restrictions.

Tax-loss harvesting General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Thomas S

Series 63, Series 65

Fargo, ND

Shockman Financial

Thomas Shockman is the principal advisor at Shockman Financial in Fargo, ND, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Advisornet Wealth Management, Cetera Advisor Networks, and International Assets Advisory, LLC. Outside of financial services, he officiates high school football during the fall season. Shockman Financial provides wealth management, personalized financial planning, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm typically manages discretionary portfolios with a mix of fundamental and technical analysis, offering a distinctive combination of integrated insurance brokerage, options strategies, and third-party account monitoring.

Options & derivatives strategies Business succession planning
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Mark S

CFP®, Series 63, Series 66

Fargo, ND

Williams and Schiller Wealth Management, LLC

Mark Schiller is a CFP® with 18 years of industry experience and serves as a principal at Williams and Schiller Wealth Management, LLC. He has been with the firm since 2007 and is also a Certified Public Accountant at Williams & Schiller, P.C. CPAs. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning services to individuals, business owners, and select institutional clients. The firm employs a long-term, asset-class focused investment approach grounded in Modern Portfolio Theory and integrates accounting and tax expertise through its affiliated CPA firm.

Retirement income strategy Business succession planning Annuities Long-term care insurance Concentrated stock management Founder/Business Owner Executive Young Professionals Mid-Career Professionals Approaching retirement Retired
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