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Michael Leonard
38 Years of Experience
Plymouth, MI
1 DisclosureBroker
Michael Leonard is a registered investment advisor at Wells Fargo Advisors, based in Plymouth, MI, with 38 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.
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Location
408 S. Main St., Plymouth, MI, 48170
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2005Denied
Other Business Activities
Michael owns Golden Rule Investments with their spouse since 2014. This investment-related activity involves about a quarter of Michael's time.
Employment History
Current Registrations
Wells Fargo Advisors
April 2014 - Present · 12 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2014 - Present · 12 yrs 3 mos
Previous Registrations
RBC Capital Markets, LLC
June 2009 - May 2014 · 4 yrs 11 mos
RBC Capital Markets, LLCBroker
March 2009 - May 2014 · 5 yrs 2 mos
Ferris, Baker Watts, LLCBroker
July 2005 - March 2009 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
November 1989 - July 2005 · 15 yrs 8 mos
First of Michigan CorporationBroker
November 1988 - November 1989 · 1 yr
Graystone Nash, INC.Broker
August 1988 - November 1988 · 3 mos
First Investors CorporationBroker
March 1987 - October 1987 · 7 mos
State Registrations14 states
AZCAFLGAILMAMINCNJNVPASCTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.