Michelle Lynn Smalenberger
Investment Adviser Representative at Financial Design Studio, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michelle Lynn Smalenberger is an investment adviser representative with Financial Design Studio, Inc. in Deer Park, IL, where they have been registered since 2017. They have worked in the securities industry since 2012 and were previously registered with Kabarec Financial Advisors Ltd. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois, Kansas, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Kansas, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kabarec Financial Advisors, LtdJan 2005 – Jan 2017Palatine, IL
- Financial Design Studio, Inc.Jan 2017 – no end date reportedInverness, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Design Studio, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $875,000 (waivable)
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- $500,001 to $1,000,0001.00%
- $1,000,001 to $3,000,0000.80%
- Over $3,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Deer Park, IL
- SEC file number:
- 801-134607
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 16, 2026
View full firm profileOther advisors at Financial Design Studio, Inc.
2 other advisors in the directory
Similar advisors in Deer Park, IL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michelle Lynn Smalenberger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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