Monte Messman
Monte Messman is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 44 years of industry experience. Monte is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6991 East Camelback Road, Suite D200, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2002Customer Dispute
April 2002Customer Dispute
June 1994Other Business Activities
Monte has a 25% ownership in Gecko Capital Management LLC, an LLC established for office expense sharing, dedicating minimal time. Monte also has 100% ownership in Messman Capital Management Inc, a financial practice, dedicating a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
RBC Dain Rauscher INC.Broker
Prudential Securities IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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