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Paladin Research Report For:

Michelle Francis

Life Story Financial

15857 W 95th Ave
Arvada, CO 80007
720-307-8901

About Michelle Francis

Life Story Financial is a Registered Investment Advisor firm founded in 2022 by financial advisor Michelle Francis. The firm is fully independent, meaning it's not affiliated with an insurance company or broker dealer. This means clients can choose from flexible pricing options including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice. These fee-only financial services are available in-person in Metro Denver and virtually across the United States.

See Disclosures

General Information

Firm Start Year
  • 2022
No. of Employees
  • 1

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Business Administration and Human Resources
  • Regis University
    1997 -2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891963/paladinregistry-Life-Story-Financial-detailed-disclosure.html

Disclaimer

Life Story Financial LLC is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

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