RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michelle Ruth Damon
- Title
- Principal - Wealth Management, CFP®reportedcahillfa.comfirm site, Sep 15, 2026
- Partner or owner
- “Principal - Wealth Management, CFP®”reportedcahillfa.comthe sentence on the bio page
- Business email
- michelle@cahillfa.comreportedcahillfa.comfirm site, Sep 15, 2026
- Professional profile
- cahillfa.com/our-team/michelle-r-damonreportedcahillfa.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cahill Financial Advisors, Inc. independent RIA currentsince Feb 15, 2018 · Edina, Mn
- Feltl Advisors independent RIADec 20, 2013 to Feb 20, 2018 · Plymouth, Mn
- Stifel, Nicolaus & Company, Incorporated national BDMar 13, 2006 to Sep 14, 2007 · Edina, Mn
- Feltl Advisors to Cahill Financial Advisors, Inc.left Feb 20, 2018, registered Feb 15, 2018 (-5 days) · Other · moved with a team
- Stifel, Nicolaus & Company, Incorporated to Feltl Advisorsleft Sep 14, 2007, registered Dec 20, 2013 (2289 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address