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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

MICHELLE LEE KREDA

Advisor at WELLS FARGO ADVISORS

FORT GRATIOT, MI | TAMPA, FL | Grosse Pointe, MI | Burtchville, MI | PORT HURON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aadb5591-f839-0335-6a1a-aaa00a074e53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 2
Registered states: 2
Exams: S66|S63
First exam: Nov 11, 2008
First registration: Oct 14, 2015
Dual registered: yes, broker-dealer
Other names: MICHELLE LEE SYNYZYN|Michelle L Synyzyn
IAPD individual key: 5522338

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Sep 8, 2026	n/a	yes	TAMPA, FL\|Grosse Pointe, MI\|Burtchville, MI	Current employment
WELLS FARGO ADVISORS	Wirehouse	Apr 27, 2016	n/a	yes	PORT HURON, MI\|FORT GRATIOT, MI	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 14, 2015	Dec 9, 2015	no	Port Huron, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	Dec 9, 2015	Apr 27, 2016	140	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:19616:MI:2015-12-09	Dec 9, 2015	Apr 27, 2016	PORT HURON, MI	Firm change

Relationships

Registered with (3)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Apr 27, 2016 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 14, 2015 to Dec 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aadb5591-f839-0335-6a1a-aaa00a074e53
First observed: Oct 14, 2015
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHELLE LEE KREDA

Advisor at WELLS FARGO ADVISORS

FORT GRATIOT, MI | TAMPA, FL | Grosse Pointe, MI | Burtchville, MI | PORT HURON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aadb5591-f839-0335-6a1a-aaa00a074e53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CONCURRENT INVESTMENT ADVISORS, LLC

Independent wealth

Sep 8, 2026

n/a

yes

TAMPA, FL|Grosse Pointe, MI|Burtchville, MI

Current employment

WELLS FARGO ADVISORS

Wirehouse

Apr 27, 2016

n/a

yes

PORT HURON, MI|FORT GRATIOT, MI

Current employment

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Oct 14, 2015

Dec 9, 2015

Port Huron, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO ADVISORS

Dec 9, 2015

Apr 27, 2016

140

Firm change

Ibd to wirehouse

Team

Left

Joined

From

Kind

6363:19616:MI:2015-12-09

Dec 9, 2015

Apr 27, 2016

PORT HURON, MI

Firm change