MW
MW

Michael Wilhelm

40 Years of Experience
Clayton, MO
1 DisclosureBroker

Michael Wilhelm is a registered investment advisor at Wells Fargo Advisors, based in Clayton, MO, with 40 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

Loading...

Location

190 Carondelet Plz Ste 800, Clayton, MO, 63105

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
August 2014 - Present · 12 yrs 2 mos
Wells Fargo Advisors
August 2014 - Present · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley
June 2009 - September 2014 · 5 yrs 3 mos
Citigroup Global Markets INC.
November 1995 - June 2009 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
June 1987 - April 1988 · 10 mos
Painewebber IncorporatedBroker
May 1986 - June 1987 · 1 yr 1 mo
State Registrations24 states
AZCACOCTDCFLGAILKSMAMDMNMOMSNCNJNYOKORPASCTXVAWA
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.
More Advisors