MW
MW

Michael Wolke

40 Years of Experience
Boca Raton, FL
Broker

Michael Wolke is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

One Town Center Road, Suite 660, Boca Raton, FL, 33486

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Michael owns Wolke Wealth Management LLC, a financial practice, since January 2023. This activity takes nearly all of Michael's time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
January 2014 - November 2022 · 8 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2005 - November 2022 · 17 yrs 2 mos
B. C. Ziegler and CompanyBroker
July 2003 - September 2005 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
April 1999 - August 2003 · 4 yrs 4 mos
Quick & Reilly, INC.Broker
September 1991 - May 1999 · 7 yrs 8 mos
Fidelity Brokerage Services, INC.Broker
July 1987 - July 1991 · 4 yrs
Piper, Jaffray & Hopwood IncorporatedBroker
November 1985 - January 1987 · 1 yr 2 mos
Shearson Lehman Brothers INC.Broker
January 1985 - November 1985 · 10 mos
State Registrations7 states
AZCAFLMNNDNETX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Wolke - Financial Advisor | TrueAdvisor