MA
MA

Michele Aspan

29 Years of Experience
Highland Park, IL
Broker

Michele Aspan is a registered investment advisor at Wells Fargo Advisors, based in Highland Park, IL, with 29 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

1849 Green Bay Rd, Ste 200, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michele manages funds for her son's music business through Afterschool LLC, dedicating minimal time. She is also a notary public, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
June 2019 - Present · 6 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2012 - June 2019 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2007 - June 2019 · 12 yrs 4 mos
Morgan Stanley Dw INC.Broker
March 1999 - February 2007 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - January 1999 · 2 yrs 2 mos
State Registrations34 states
AZCACOCTDCDEFLGAHIILINMAMDMIMNMOMSNCNHNJNMNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.