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Michael Mcateer

36 Years of Experience
Pocatello, ID
1 DisclosureBroker

Michael Mcateer is a registered investment advisor at Wells Fargo Advisors, based in Pocatello, ID, with 36 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

333 S Main St, Ste 103, Pocatello, ID, 83204

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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
January 2001
Settled
Other Business Activities

Michael is a co-trustee for the Gateway Capital Advisory Group 401k plan and has 50% ownership in Gateway Capital Advisory Group. He also has 100% ownership with his spouse in MRLAMC LLC, dedicating full-time hours to it, and is a co-trustee for another Gateway Capital Advisory Group 401k plan.

Employment History
Current Registrations
Wells Fargo Advisors
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2010 - January 2021 · 10 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2021 · 13 yrs
A. G. Edwards & Sons, INC.Broker
November 2006 - January 2008 · 1 yr 2 mos
UBS Financial Services INC.Broker
August 2006 - November 2006 · 3 mos
Piper Jaffray & CO.Broker
September 1989 - August 2006 · 16 yrs 11 mos
State Registrations21 states
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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 Mcateer - Financial Advisor | TrueAdvisor